Quarterly Small Value ESG Equity Strategy Q3 2024
October 17, 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…
Quarterly Technology Equity Strategy Q3 2024
October 15, 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…
Country Indices Flash Report – September 2024
September 30, 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
Bailard Named One of the Top Workplaces in the SF Bay Area
September 4, 2024
Values-Driven Firm Honored with Multiple Awards During Summer 2024
Country Indices Flash Report – August 2024
August 30, 2024
EAFE ended the month at an all-time high, driven higher in August by weakness against all developed market currencies. Download PDF
Country Indices Flash Report – July 2024
July 31, 2024
Macron’s gamble may have worked out after all, with the French election delivering a surprise defeat to the far right and a victory to the left-wing alliance. However, with no single…
Quarterly International Equity Strategy Q2 2024
July 29, 2024
Elections came into focus during the second quarter, with mixed impact thus far on global equities. Japanese intervention in response to yen weakness and a rebound in the Chinese equity…