Financed Emission Issue Brief

A brief diving into the importance of analyzing and collecting emissions data from investments. Download PDF

Read More

Country Indices Flash Report – April 2024

The Japanese yen hit its lowest level versus the dollar since the 1980s late in the month, followed by a sharp bounce in the currency, which most suspect was driven by official……

Read More

Quarterly International Equity Strategy Q1 2024

The global economic environment changed dramatically in the first quarter as bond yields, which had marched down in the 4th quarter on the belief that central bank pivots were fast…

Read More

Quarterly Technology Science Equity Strategy Q1 2024

insert text into excerpt Download PDF

Read More

Quarterly Small Value Strategy Q1 2024

Equity markets rose again in Q1, but relative returns were skewed toward growth.  The seven mega cap technology stocks that did so well in 2023 retained their “magnificence” in Q1, resulting…

Read More

The Weight Is Over: But Is It a Loss For Type 2 Diabetes Patients?

The “weight loss” drug Ozempic burst onto the scene in 2023 as a juggernaut winner for Danish drug maker Novo Nordisk. What began as a drug to treat Type 2 diabetes, however, soon proved…

Read More

Micro Cap Value Strategy Recognized as Manager of the Decade

San Francisco, CA – April 2, 2024 – Bailard’s Micro Cap Value Strategy has been recognized as Manager of the Decade and Bull/Bear Masters in the Micro Cap Value Universe in the PSN Top Guns…

Read More

Country Indices Flash Report – March 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

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

FOSTER CITY - MAIN OFFICE950 Tower LaneSuite 1900Foster City, CA 94404-2131
SAN FRANCISCO OFFICE235 Pine StreetSuite 1800San Francisco, CA 94104

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.

Privacy Preference Center