Bailard Named to 2024 Worth Top RIAs

Bailard Named to Worth’s Leading Advisors List for 2024

Foster City, CA (June 7, 2024) – Bailard, an independent wealth and asset management firm, is honored to announce its inclusion in Worth’s prestigious list of Leading Advisors for…

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Country Indices Flash Report – May 2024

Following its Swiss counterpart’s March cut, the European Central Bank appears poised to lower rates at its early June meeting. Markets may have anticipated this growing divergence between…

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Financed Emission Issue Brief

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

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Country Indices Flash Report – April 2024

The Japanese yen hit its lowest level versus the dollar since the 1980s late in the month, followed by a sharp bounce in the currency, which most suspect was driven by official……

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Quarterly International Equity Strategy Q1 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…

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Quarterly Technology Science Equity Strategy Q1 2024

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Quarterly Small Value ESG Equity Strategy Q1 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…

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

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…

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

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…

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