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.…

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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.”……

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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…

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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…

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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…

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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…

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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…

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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…

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Bailard CEO Sonya Mughal shares what’s kept her there for 30 years

December 9, 2024

“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.”……

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Bailard Awarded Fifth in Its Category Among the 2024 Pensions & Investments Best Places to Work in Money Management

December 9, 2024

SAN FRANCISCO – December 9, 2024 – Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money…

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