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Country Indices Flash Report – May 2025

May 30, 2025

The UK and EU reached a new agreement to ease trade restrictions and boost cooperation on security and energy, marking a significant step towards improved relations since Brexit. [See…

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Animal Testing Issue Brief

May 29, 2025

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

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Rare Earth Elements Issue Brief

May 29, 2025

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

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Bailard is a 2025 Top Workplace! San Francisco Chronicle

Bailard Named San Francisco Chronicle Top Workplace

May 12, 2025

Independent by design. Empowered by culture.  

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Country Indices Flash Report – April 2025

April 30, 2025

U.S. policy and global equities swung wildly during the month as ‘Liberation Day’ was followed by a 90-day pause in many tariffs and the administration’s harsh tone toward Fed Chair Jerome…

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Quarterly International Equity Strategy Q1 2025

April 28, 2025

Non-US assets found renewed vigor to begin 2025, in sharp contrast to late 2024. Echoing the first Trump administration eight years ago, U.S. policy uncertainty weighed on the dollar and…

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Quarterly Technology Equity Strategy Q1 2025

April 16, 2025

The Bailard Technology Strategy posted a 1Q25 total return of -9.35% net of fees—ahead of both the benchmark index (S&P North American Technology Index) and the competitor-comprised…

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Quarterly Small Value Strategy Q1 2025

April 15, 2025

Policy uncertainty, mixed economic and inflation numbers, and a declining stock market prompted investors to opt for the perceived safety of large cap stocks in the first quarter. Though…

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Country Indices Flash Report – March 2025

March 31, 2025

U.S. stocks breached the 10% correction level from February highs, while EAFE made new ones in March. The gap between EAFE and the U.S. is the largest first quarter differential since 1986.…

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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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