Quarterly International Equity Strategy Q3 2025

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Quarterly Small Value Strategy Q3 2025

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Quarterly Technology Strategy Q3 2025

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Globalization, Reshoring, and the Cost of Stability

This quarter, Bailard’s SRII team looks at the forces reshaping global trade ,the costs that follow, and what these shifts might mean for investors.   Globalization and reshoring are…

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Year-End Planning in a New Tax Landscape

Bailard’s financial planning and tax strategy teams help make sense of the One Big Beautiful Bill Act, so you can plan confidently for what lies ahead.*   As 2025 comes to a…

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Country Indices Flash Report – September 2025

The Federal Reserve cut its benchmark rate for the first time this year, joining other central banks in the global easing cycle. Gold surged to a record $3,800/oz, up 45% year to date, as…

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BREF Acquisition: West Willows Technology Center

West Willows Technology Center

West Willows Technology Center is a three-building, two-story R&D and data center facility totaling 155,830 square feet, located in Redmond, WA. Fully leased to AT&T through August…

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Bailard Named to Barron's Top 100 RIA Firms, 2025

Bailard Recognized Among Barron’s Top 100 RIA Firms

Independent firm stands alongside the nation’s largest wealth managers.   SEPTEMBER 30, 2025 – Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking…

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IMAGE: Spotlight, photo courtesy of Wesley Pribadi, unsplash

Bailard Equity Strategies Ranked by Zephyr’s PSN

Industry recognition highlights Bailard during a volatile quarter.   SAN FRANCISCO – September 15, 2025: Bailard, Inc. announced that four of its equity strategies—International, Micro…

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For-Profit Healthcare Issue Brief

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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