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Quarterly Small Value ESG Equity Strategy Q2 2024

July 19, 2024

The equity markets continued to narrow in Q2. Large growth was the only winning style, and even that was deceptive as large growth returns were concentrated in the usual handful of mega…

Quarterly Technology Science Equity Strategy Q2 2024

July 18, 2024

The Bailard Technology Strategy posted a 2Q24 total return of 9.75% net of fees, ahead of both the cap-heavy benchmark index (S&P North American Technology Index) as well as the…

The Bailard Foundation Distributes $1M in its First Five Years

July 17, 2024

Through the Foundation and volunteer events, Bailard, Inc. continues to prioritize and support community impact SAN FRANCISCO – July 17, 2024 – Bailard, Inc., an independent wealth…

Light Blue Box with Corporate Engagement Written on It

Corporate Engagement Update Q3 2024

July 9, 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…

Country Indices Flash Report – June 2024

June 28, 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…

Forbes Councils, “Sonya Thadhani Mughal’s Journey With Bailard And Forbes Councils”

June 17, 2024

Bailard Named to Worth’s Leading Advisors List for 2024

June 5, 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…

Country Indices Flash Report – May 2024

May 31, 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…

Financed Emission Issue Brief

May 21, 2024

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

Bailard CEO Ft. in Forbes, “Three Ways To Put Your Values And Your Team First In A Competitive Market”

May 2, 2024

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