Avatar photo

No Author

Light Blue Box with Corporate Engagement Written on It

Corporate Engagement Update Q2 2024

April 1, 2024

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and…

Read More

Country Indices Flash Report – March 2024

March 29, 2024

Inflation continued to moderate across most major markets: the Fed’s preferred Core PCE reading cooled to 2.8% year over year, while British CPI fell to 3.4%, the Eurozone to 2.6%, and…

Read More

Three Bailard Equity Strategies Attain PSN Top Guns List Status

March 26, 2024

San Francisco, CA – March 26, 2024 – Bailard is thrilled to announce its inclusion in the PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF…

Read More

GOBankingRates, Estate Planning “4 Things To Consider for Parents of Children With Disabilities”

March 22, 2024

Read More

Technology Strategy Named as Top-Performing Equity Managers

March 21, 2024

The Strategy was a top performer in Morningstar’s Overall U.S. Separate Accounts Category over 1-year period, and Morningstar’s Technology Category over 1- and 5-year periods…

Read More

Bloomberg, “Where to Invest $100,000 Right Now”

March 19, 2024

Read More

Celebratory Stars. Photo by Kier in Sight Archives, Unsplash

Bailard Wins First in Its Category for Best Places to Work

March 7, 2024

San Francisco, CA (March 7, 2024) – Bailard, a values-driven wealth and asset manager in the San Francisco Bay Area, has once again been named as one of the 2024 Best Places to Work for…

Read More

Country Indices Flash Report – February 2024

February 29, 2024

Japan’s Nikkei 225 Index finally surpassed its high reached in 1989. Memory of deflation may not be beaten, but January data registered the 22nd consecutive month of +2% year-over-year…

Read More

Country Indices Flash Report – January 2024

January 31, 2024

Global tensions are rising in the Middle East and beyond. Iran targeted Sunni militias in Pakistan, and their proxies targeted an American air base in Iraq. Red Sea shipping disruptions have…

Read More

Quarterly International Equity Strategy Q4 2023

January 29, 2024

In the 4th quarter, global equity markets found a new pillar to build upon 2023’s already impressive investment results. Declining U.S. Treasury yields in the final two months of the year…

Read More

FOSTER CITY - MAIN OFFICE950 Tower LaneSuite 1900Foster City, CA 94404-2131
SAN FRANCISCO OFFICE235 Pine StreetSuite 1800San Francisco, CA 94104
Form CRSPrivacy NoticesLegal NoticeTerms of Use

Any materials or information made available on this website are published for informational purposes only. They do not take into consideration the specific investment objectives, financial situation or particular needs of any specific recipient and should not be construed as a recommendation of, or an offer to sell or a solicitation of an offer to buy any particular security, strategy, or investment product. All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. Neither Bailard nor any employee of Bailard can give tax or legal advice. The contents of this website, including any PDFs, should not be construed as, and should not be relied upon for, tax or legal advice.

© 2025 Bailard. All rights reserved

Privacy Preference Center

Privacy Preferences

Google Analytics

Required
We use Google Analytics to help us gather valuable insights into how you interact with our website, enabling us to make data-driven decisions to enhance your browsing experience. Your privacy and security are of utmost importance to us. While Google Analytics collects anonymous data, it does not identify you personally. Should you have any concerns regarding the use of Google Analytics or data privacy, we encourage you to review our privacy policy, where we outline our commitment to safeguarding your information.