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Technology Strategy Named Top Performer by P&I

December 22, 2023

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 as Best Places to Work, 2023

December 14, 2023

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

November 30, 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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Country Indices Flash Report – October 2023

October 31, 2023

The Israel-Hamas war has contributed to dollar strength during the month and reminded the world of the fragile geopolitics of the region. Middle Eastern markets felt the most pressure. Oil…

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Quarterly Small Value ESG Equity Strategy Q3 2023

October 19, 2023

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Quarterly Technology Science Equity Strategy Q3 2023

October 16, 2023

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Country Indices Flash Report – September 2023

September 29, 2023

Oil prices surged to $95 per barrel due to ongoing supply cuts from OPEC+, dwindling strategic reserves, and surprising Chinese demand. Download PDF

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BAILARD NAMED TO BARRON'S TOP 100 RIA FIRMS

Bailard Named to Barron’s Top 100 RIA Firms

September 21, 2023

San Francisco — September 21, 2023 — Bailard, a values-driven firm, is proud to announce that it has been named to Barron’s list of the Top 100 RIA Firms for 2023. This prestigious…

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529 Plan Rollovers to Roth IRA Begin in 2024

September 20, 2023

By Alex Aceves Madriz and Lena McQuillen, CFP® How the SECURE Act 2.0 Impacts 529 Plans 529 plans are tax-advantaged accounts used to pay for qualified education costs. Because funding…

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Tess Gruenstein Wins Influential Women in Institutional Investing

Bailard’s Tess Gruenstein Honored with Prestigious Industry Award

September 14, 2023

San Francisco — September 14, 2023 —Bailard, a values-driven asset and wealth management firm, is delighted to announce that Tess Gruenstein (Senior Vice President, Acquisitions &…

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