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2023 Proxy Season Review Issue Brief

August 28, 2023

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

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Bailard Recognized as a Top Bay Area Corporate Philanthropist

August 3, 2023

Foster City, CA — August 3, 2023 — Bailard today announced that it has, for the third year in a row, been ranked among the San Francisco Business Times’ annual top 100 Bay Area Corporate…

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Country Indices Flash Report – July 2023

July 31, 2023

All emerging market regions enjoyed a month of results in excess of EAFE’s. While a Fed rate hike cycle typically causes economic distress across emerging economies, EMs look relatively…

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ISSB’s Inaugural Global Sustainability Disclosure Standards Issue Brief

July 28, 2023

On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS…

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Quarterly International Equity Strategy Q2 2023

July 26, 2023

Non-U.S. stocks traversed an unusual landscape during the year’s second quarter. Wages continue to drive inflation globally, although the pressure is lessening in the U.S. relative to…

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Quarterly Small Value ESG Equity Strategy Q2 2023

July 17, 2023

Generative Artificial Intelligence (AI) was a continuing theme in Q2, as interest in stocks exposed to AI has skyrocketed since ChatGPT launched in November of last year.  Many investment…

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Quarterly Technology Science Equity Strategy Q2 2023

July 17, 2023

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Country Indices Flash Report – June 2023

June 30, 2023

Global central bank policies diverged during the month. The U.S. paused rate increases, while Australia, Canada, the European Union and the UK continued to raise rates. Notably, the UK…

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Habitat for Humanity Greater San Francisco April 21, 2023

The Bailard Foundation Annual Update 2023

June 30, 2023

The Bailard Foundation continues to be a bright spot of the Bailard community. In the last year, the Foundation donated over $197,200 to 22 charities and held seven successful volunteer…

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Family Wealth Report ACCLAIM Issue of Finalists & Winners with Skyscrapers and water

CEO Sonya Mughal ‘Women in Wealth Advisory (Individual)’ Winner

June 30, 2023

Please see page 19 for Sonya’s profile by the Family Wealth Report. The awards program is designed to showcase excellence in the North American wealth sector, and how entrants put…

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