Corporate Engagement Update Q3 2022

July 12, 2022

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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Real Estate Requires a Deeper Dive Beyond Interest Rates

June 29, 2022

Jamil Harkness, Research and Performance Associate – Real Estate, digs into the relationship between capitalization rates, interest rates, and important additional dynamics in…

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Country Indices Flash Report – June 2022

June 29, 2022

EAFE’s sharp June decline capped off the worst six month start to a year in the index’s 50+ year history, attributable to shrinking valuations. On aggregate, companies have not (yet)…

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The Bailard Foundation Annual Update

June 26, 2022

June 30, 2022 The Bailard Foundation celebrated its third anniversary in May. Bailard’s values shine through in many ways at the firm and the Foundation has quickly become another way for…

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Country Indices Flash Report – May 2022

May 31, 2022

U.S. and other developed markets (EAFE in dollar terms) flirted with the bear market as 2022 drawdowns approached 20% mid-month, before recovering some ground in May’s last full week.…

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Graphic text: Family Wealth Report Awards, 2022, Winner Sonya Thadhani Mughal.

Bailard’s Sonya Mughal Wins Women in Wealth Advisory (Individual) Category at the 2022 Family Wealth Report Awards

May 10, 2022

– Bailard also named a Finalist in the Alternative Asset Manager and ESG Investing (Product) categories   FOSTER CITY, Calif. — May 10, 2022 — Bailard, a wealth and…

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Corporate Engagement Update Q2 2022

May 2, 2022

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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Country Indices Flash Report – April 2022

April 29, 2022

April is the cruelest month of the year so far, putting a very harsh January in perspective. Equities sank globally, with few countries bucking the downtrend. As was the case in January,…

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the 9:05 Newsletter Q1 2022

April 12, 2022

Bailard’s Quarterly Review of Economic and Market Developments Download PDF

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Country Indices Flash Report – March 2022

March 31, 2022

In one month Russia went from the largest equity market in Eastern Europe to being excluded from all the standard indexes. Warmongering despotism will do that regardless of your resource…

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