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Bailard Appoints Dave Harrison Smith, CFA, Chief Investment Officer

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…

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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…

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AdvisorHub 2025 Advisors to Watch

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

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Image: Pull Quote from Mary Bersot Q&A with CEO Sonya Mughal

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…

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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…

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Animal Testing Issue Brief

May 29, 2025

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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Rare Earth Elements Issue Brief

May 29, 2025

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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Bailard is a 2025 Top Workplace! San Francisco Chronicle

Bailard Celebrated as a 2025 San Francisco Chronicle Top Workplace—for the Second Year in a Row

May 12, 2025

Independent by design. Empowered by culture.  

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Country Indices Flash Report – April 2025

April 30, 2025

U.S. policy and global equities swung wildly during the month as ‘Liberation Day’ was followed by a 90-day pause in many tariffs and the administration’s harsh tone toward Fed Chair Jerome…

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Quarterly International Equity Strategy Q1 2025

April 28, 2025

Non-US assets found renewed vigor to begin 2025, in sharp contrast to late 2024. Echoing the first Trump administration eight years ago, U.S. policy uncertainty weighed on the dollar and…

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