Country Indices Flash Report – February 2024

Japan’s Nikkei 225 Index finally surpassed its high reached in 1989. Memory of deflation may not be beaten, but January data registered the 22nd consecutive month of +2% year-over-year…

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Country Indices Flash Report – January 2024

Global tensions are rising in the Middle East and beyond. Iran targeted Sunni militias in Pakistan, and their proxies targeted an American air base in Iraq. Red Sea shipping disruptions have…

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Quarterly International Equity Strategy Q4 2023

In the 4th quarter, global equity markets found a new pillar to build upon 2023’s already impressive investment results. Declining U.S. Treasury yields in the final two months of the year…

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Corporate Engagement Update Q1 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…

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Certified B Corporation(TM)

Bailard Achieves B Corp Certification, Recognizing Commitment to Values-Driven Practices

San Francisco, CA – January 18, 2024 – Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This…

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Country Indices Flash Report – December 2023

China (and Hong Kong) limped into the new year, cementing their status as the weakest markets in ACWI during 2023. An anemic fiscal response (and little support for the struggling real…

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Impersonation of Bailard Portfolio Manager on WhatsApp

Important Notice We have been alerted to a scam involving the impersonation of a senior member of our portfolio management team on WhatsApp. The impersonator is falsely claiming to be Chris…

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Bailard Technology Strategy Named to Pensions and Investments’ Top Performing Separate Accounts and CITs List

Top performing in the Morningstar Technology Category over 1- and 5- year periods as of Q3 2023 San Francisco – December 22, 2023 – Bailard, Inc. an independent, values-driven asset and…

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Image: Bailard is proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments

Bailard Wins First in its Category for Pensions & Investments’ Best Places to Work in Money Management Award

San Francisco, CA (December 14, 2023) – Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, is recognized as one of the 2023 Best Places to Work in Money…

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Country Indices Flash Report – November 2023

The higher-for-longer interest rates regime in place for several months reversed sharply in November, as muted inflation was reported across multiple economies. Lower bond yields coincided…

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