Quarterly International Equity Strategy Q1 2024

April 25, 2024

The global economic environment changed dramatically in the first quarter as bond yields, which had marched down in the 4th quarter on the belief that central bank pivots were fast…

Read More

Quarterly Technology Science Equity Strategy Q1 2024

April 17, 2024

insert text into excerpt Download PDF

Read More

Quarterly Small Value ESG Equity Strategy Q1 2024

April 15, 2024

Equity markets rose again in Q1, but relative returns were skewed toward growth.  The seven mega cap technology stocks that did so well in 2023 retained their “magnificence” in Q1, resulting…

Read More

The Weight Is Over: But Is It a Loss For Type 2 Diabetes Patients?

April 2, 2024

The “weight loss” drug Ozempic burst onto the scene in 2023 as a juggernaut winner for Danish drug maker Novo Nordisk. What began as a drug to treat Type 2 diabetes, however, soon proved…

Read More

Bailard’s Micro Cap Value Strategy Recognized as Manager of the Decade as of Q4 2023

April 2, 2024

San Francisco, CA – April 2, 2024 – Bailard’s Micro Cap Value Strategy has been recognized as Manager of the Decade and Bull/Bear Masters in the Micro Cap Value Universe in the PSN Top Guns…

Read More

Light Blue Box with Corporate Engagement Written on It

Corporate Engagement Update Q2 2024

April 1, 2024

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and…

Read More

Country Indices Flash Report – March 2024

March 29, 2024

Inflation continued to moderate across most major markets: the Fed’s preferred Core PCE reading cooled to 2.8% year over year, while British CPI fell to 3.4%, the Eurozone to 2.6%, and…

Read More

Celebrating Excellence: Three Bailard Equity Strategies Attain PSN Top Guns List Status for Q4 2023

March 26, 2024

San Francisco, CA – March 26, 2024 – Bailard is thrilled to announce its inclusion in the PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF…

Read More

GOBankingRates, Estate Planning “4 Things To Consider for Parents of Children With Disabilities”

March 22, 2024

Read More

Bailard Technology Strategy Named to Pensions & Investments’ Top-Performing Equity Managers as of Q4 2023

March 21, 2024

The Strategy was a top performer in Morningstar’s Overall U.S. Separate Accounts Category over 1-year period, and Morningstar’s Technology Category over 1- and 5-year periods…

Read More