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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…

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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…

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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…

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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…

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Bailard Named to CNBC’s Financial Advisor 100

October 18, 2022

Bailard selected from thousands of RIA firms considered across the nation Bailard is proud to announce we have again been selected for the CNBC Financial Advisor 100 list, which ranks the…

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Quarterly Technology Science Equity Strategy Q3 2022

October 18, 2022

The Bailard Technology & Science Composite (the “Composite”) posted a total return of -6.51% net of fees for Q3, lagging the Morningstar U.S. Open End Technology (“OE Tech”) return of…

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Country Indices Flash Report – September 2022

September 30, 2022

For central bankers, the path to avoid recessions narrowed to a knife’s edge during the month. All major central banks (excluding the BoJ) aggressively raised rates, even as prospects for…

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Bailard Wins Corporate Philanthropy Award

August 11, 2022

Bailard Ranks in Top 100 Bay Area Corporate Philanthropists   Foster City, CA — August 10, 2022 – Bailard announced today that it has been ranked in the San Francisco Business…

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The Bailard Foundation Annual Update 2022

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

Bailard CEO Wins Women in Wealth Advisory (Individual) Category

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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