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 SF 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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Country Indices Flash Report – July 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…

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Quarterly International Equity Strategy Q2 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…

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