Avatar photo

No Author

Quarterly Small Value Strategy Q1 2025

April 15, 2025

Policy uncertainty, mixed economic and inflation numbers, and a declining stock market prompted investors to opt for the perceived safety of large cap stocks in the first quarter. Though…

Read More

Country Indices Flash Report – March 2025

March 31, 2025

U.S. stocks breached the 10% correction level from February highs, while EAFE made new ones in March. The gap between EAFE and the U.S. is the largest first quarter differential since 1986.…

Read More

Country Indices Flash Report – February 2025

February 28, 2025

Developed markets posted strong returns, driven by local share price gains and a weaker dollar. Uncertainty around Trump administration policy may be pressuring the dollar and boosting gold.…

Read More

Portrait, Bailard CEO, Sonya Mughal, CFA

Bailard CEO, Sonya Mughal’s 30-Year Journey

February 18, 2025

“There’s no role or career that a woman cannot thrive in,” said Sonya Mughal, CEO of Bailard. “What people do need to understand is that you can thrive only in the correct environment.”……

Read More

Country Indices Flash Report – January 2025

January 31, 2025

2024’s political upheavals continued in the new year with Canadian Prime Minister Justin Trudeau’s resignation. His Liberal Party will select a new leader for elections later this year; they…

Read More

Quarterly International Equity Strategy Q4 2024

January 22, 2025

Non-U.S. equities faced meaningful headwinds in a quarter of political intrigue among some of the world’s most critical democracies. Many central banks continued to lower short-term interest…

Read More

Quarterly Technology Equity Strategy Q4 2024

January 17, 2025

The Bailard Technology Strategy posted a 4q24 total return of 3.06% net of fees, trailing both the cap-heavy benchmark index (S&P North American Technology Index) and the…

Read More

Quarterly Small Value Strategy Q4 2024

January 17, 2025

A surprisingly hawkish tone from the Federal Reserve board in December suggesting that they plan to keep interest rates “higher for longer” drove market participants back into the arms of…

Read More

Image: Hand with 2025 graphic. Photo by Kelly Sikkema on Unsplash.

Bailard Clears Redemption Queue and Expands Team for 2025 Growth

January 8, 2025

Bailard advances its efforts to seize opportunities in the evolving real estate market. With a disciplined investment approach and an expanded team, the Bailard Real Estate Fund is…

Read More

Country Indices Flash Report – December 2024

December 31, 2024

South Korea’s President declared martial law—but quickly reversed it. This led to two impeachments during the month and the Finance Minister acting as President and Prime Minister at year’s…

Read More

FOSTER CITY - MAIN OFFICE950 Tower LaneSuite 1900Foster City, CA 94404-2131
SAN FRANCISCO OFFICE235 Pine StreetSuite 1800San Francisco, CA 94104
Form CRSPrivacy NoticesLegal NoticeTerms of Use

Any materials or information made available on this website are published for informational purposes only. They do not take into consideration the specific investment objectives, financial situation or particular needs of any specific recipient and should not be construed as a recommendation of, or an offer to sell or a solicitation of an offer to buy any particular security, strategy, or investment product. All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. Neither Bailard nor any employee of Bailard can give tax or legal advice. The contents of this website, including any PDFs, should not be construed as, and should not be relied upon for, tax or legal advice.

© 2025 Bailard. All rights reserved

Privacy Preference Center

Privacy Preferences

Google Analytics

Required
We use Google Analytics to help us gather valuable insights into how you interact with our website, enabling us to make data-driven decisions to enhance your browsing experience. Your privacy and security are of utmost importance to us. While Google Analytics collects anonymous data, it does not identify you personally. Should you have any concerns regarding the use of Google Analytics or data privacy, we encourage you to review our privacy policy, where we outline our commitment to safeguarding your information.