Country Indices Flash Report – January 2023
January 31, 2023
The IMF raised estimates of global economic growth for the first time in a year, expecting 2023 global growth to slow only slightly from 2022 levels, leaving the UK as the only major market…
Quarterly International Equity Strategy Q4 2022
January 30, 2023
By the end of 2022, stock and bond investors alike were ready to put a dismal calendar year in the rear-view mirror. Thankfully, the fourth quarter showed markets advancing once…
Quarterly Technology Science Equity Strategy Q4 2022
January 18, 2023
The Bailard Technology & Science Composite (the “Composite”) posted a total return of 1.56% net of fees for Q4, slightly lagging the peer benchmarks’ Morningstar U.S. Open End Technology…
Quarterly Small Value ESG Equity Strategy Q4 2022
January 18, 2023
Q4 performance was generally strong and helped to take at least some of the sting out of a bad year for domestic stocks. Persistent inflation, a hawkish Federal Reserve and a weak economy…
Country Indices Flash Report – December 2022
December 30, 2022
Global and U.S. stocks turned in their worst annual results since 2008, as several major central banks abandoned zero interest rate policies with some of the most rapid rate increases in the…
Bailard Wins Fourth in its Category for Best Places to Work
December 12, 2022
San Francisco, CA (December 2022) – Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, has been included in the 2022 Best Places to Work in Money Management…
Country Indices Flash Report – November 2022
November 30, 2022
Markets welcomed cooler US inflation: October’s US CPI reading of 7.7% year over year was the lowest since January. Inflation continues to run hot in the Eurozone and UK, yet their equity…
Quarterly International Equity Strategy Q3 2022
November 3, 2022
Non-U.S. equity investors continued to be pummeled by geopolitical anxieties and economic forces unseen since the 1980s. Russian aggression may be the proximate cause for a new wave of…
Country Indices Flash Report – October 2022
October 31, 2022
Europe led developed markets higher in October, after having led the way down for most of the year. It was welcome relief for beaten down exchanges but probably driven more by expectations…
Quarterly Small Value ESG Equity Strategy Q3 2022
October 27, 2022
Investors continued to exhibit polarized behavior in the 3rd quarter, alternating between “risk on” and “risk off” investment preferences as hopes for evidence of lower inflation and a Fed…