Habitat for Humanity Greater San Francisco April 21, 2023

The Bailard Foundation Annual Update 2023

June 30, 2023

The Bailard Foundation continues to be a bright spot of the Bailard community. In the last year, the Foundation donated over $197,200 to 22 charities and held seven successful volunteer…

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Family Wealth Report ACCLAIM Issue of Finalists & Winners with Skyscrapers and water

Bailard CEO Sonya Mughal ‘Women in Wealth Advisory (Individual)’ Winner (2023), Family Wealth Report

June 30, 2023

Please see page 19 for Sonya’s profile by the Family Wealth Report. The awards program is designed to showcase excellence in the North American wealth sector, and how entrants put…

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Country Indices Flash Report – May 2023

May 31, 2023

The debt ceiling crisis weighed on equities and currencies globally. All but two EAFE markets declined on a local basis and all currencies (except the pegged Hong Kong dollar) fell versus…

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Country Indices Flash Report – April 2023

April 28, 2023

Developed markets continued their strong run relative to domestic, with most major regions’ performance ahead of the U.S. market in April. European markets, in particular, built on momentum…

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Quarterly International Equity Strategy Q1 2023

April 28, 2023

Economies worldwide have proved resilient in the face of stubbornly high inflation and monetary tightening, and equities were rewarded with strong returns in the first quarter of 2023.…

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NAREIM Dialogues

NAREIM Dialogues, “Serving the Middle”

April 24, 2023

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Quarterly Small Value ESG Equity Strategy Q1 2023

April 21, 2023

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Quarterly Technology Science Equity Strategy Q1 2023

April 19, 2023

The Bailard Technology & Science Composite (the “Composite”) posted a Q1 total return of 21.62%, net of fees, meaningfully ahead of the competitor-related benchmarks, with the…

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Corporate Engagement Update Q2 2023

April 12, 2023

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…

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Country Indices Flash Report – March 2023

March 31, 2023

Global banking was rocked by failures of two major U.S. banks and the rescue of Credit Suisse by UBS. Regulators protected creditors and provided emergency liquidity, but worries remain…

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