Quarterly Small Value Strategy Q2 2025
July 18, 2025
Investors shrugged off initial trade war panic, and risk-on sentiment dominated thereafter. Both growth stocks and low-quality “junk” stocks benefited. Barring a recession, small cap stocks…
Spotlight: A Closer Look at the One Big Beautiful Bill
July 14, 2025
Understanding the newest wave of tax reform—and how it might affect you. On July 4, President Trump signed the “One Big Beautiful Bill” Act into law, marking the most sweeping tax…
Bailard Appoints Dave Harrison Smith, CFA, as Chief Investment Officer
July 1, 2025
Continuity and Growth Across Our Investment Team. SAN FRANCISCO – July 1, 2025 – Bailard is pleased to announce that, as of today, Dave Harrison Smith, CFA, has been promoted to…
Country Indices Flash Report – June 2025
June 30, 2025
Tariff negotiations intensified as the July 9th reciprocal tariff deadline nears, though the Trump administration signaled flexibility on the cutoff for countries negotiating in “good…
Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub
June 24, 2025
Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard [See more…] Download PDF
Built on Trust – Guided by Values: Q&A with Mary Bersot, CFA and Bailard CEO, Sonya Mughal, CFA
June 9, 2025
After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In…
Country Indices Flash Report – May 2025
May 30, 2025
The UK and EU reached a new agreement to ease trade restrictions and boost cooperation on security and energy, marking a significant step towards improved relations since Brexit. [See…
Animal Testing Issue Brief
May 29, 2025
The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF
Rare Earth Elements Issue Brief
May 29, 2025
The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF
Bailard Celebrated as a 2025 San Francisco Chronicle Top Workplace—for the Second Year in a Row
May 12, 2025
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