Country Indices Flash Report – November 2024

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Country Indices Flash Report – October 2024

Japan’s ruling LDP-Komeito coalition lost its parliamentary majority in a snap general election. Chosen as party leader just weeks ago, PM Ishiba must cobble together support from other…

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Nuclear Energy Issue Brief

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

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Quarterly International Equity Strategy Q3 2024

Political events continued to make headlines in the third quarter: the UK and France both held elections, while Japan’s ruling party chose a new leader. Chinese policymakers announced new…

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Quarterly Small Value ESG Equity Strategy Q3 2024

While the US stock market delivered strong performance overall, the third quarter witnessed significant shifts in relative equity style performance.  Value, which had trailed growth through…

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Quarterly Technology Equity Strategy Q3 2024

The Bailard Technology Strategy achieved a total return of -1.65%, net of fees. This performance trailed the S&P North American Technology Index and other competitor benchmarks. The…

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Country Indices Flash Report – September 2024

Global markets cheered the Fed’s widely anticipated rate cut, accelerating the outperformance of gold and emerging markets as the US dollar weakened. Download PDF

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San Francisco Chronicle - Bailard is a 2024 Top Workplace

Bailard Named One of the Top Workplaces in the San Francisco Bay Area

Values-Driven Firm Honored with Multiple Awards During Summer 2024  

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Country Indices Flash Report – August 2024

EAFE ended the month at an all-time high, driven higher in August by weakness against all developed market currencies. Download PDF

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