Bailard Technology Strategy Named to Pensions & Investments’ Top-Performing Equity Managers as of Q4 2023
March 21, 2024
The Strategy was a top performer in Morningstar’s Overall U.S. Separate Accounts Category over 1-year period, and Morningstar’s Technology Category over 1- and 5-year periods…
Bailard Wins First in Its Category for InvestmentNews’ Best Places to Work for Financial Advisors
March 7, 2024
San Francisco, CA (March 7, 2024) – Bailard, a values-driven wealth and asset manager in the San Francisco Bay Area, has once again been named as one of the 2024 Best Places to Work for…
Country Indices Flash Report – February 2024
February 29, 2024
Japan’s Nikkei 225 Index finally surpassed its high reached in 1989. Memory of deflation may not be beaten, but January data registered the 22nd consecutive month of +2% year-over-year…
Country Indices Flash Report – January 2024
January 31, 2024
Global tensions are rising in the Middle East and beyond. Iran targeted Sunni militias in Pakistan, and their proxies targeted an American air base in Iraq. Red Sea shipping disruptions have…
Quarterly International Equity Strategy Q4 2023
January 29, 2024
In the 4th quarter, global equity markets found a new pillar to build upon 2023’s already impressive investment results. Declining U.S. Treasury yields in the final two months of the year…
Corporate Engagement Update Q1 2024
January 22, 2024
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…
Bailard Achieves B Corp Certification, Recognizing Commitment to Values-Driven Practices
January 18, 2024
San Francisco, CA – January 18, 2024 – Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This…
Country Indices Flash Report – December 2023
December 29, 2023
China (and Hong Kong) limped into the new year, cementing their status as the weakest markets in ACWI during 2023. An anemic fiscal response (and little support for the struggling real…