Apartment Building, Austin. TX

The Demand for “Attainable A” Multifamily Housing

March 31, 2023

Jamil Harkness, Research and Performance Associate, offers a broad introduction to the potential for attractive investment opportunities in a segment of the multifamily property type that…

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BREF Acquisition Profile: Meadowville Distribution Center

Meadowville Distribution Center

March 16, 2023

Meadowville Distribution Center is a newly constructed warehouse/distribution property totaling 353,044 square feet, located in Chester VA, a high-performing submarket just south of…

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Bailard Named a 2023 Best Places to Work for Financial Advisors by InvestmentNews

March 8, 2023

San Francisco, CA (March 2023) – Bailard has been recognized as a 2023 Best Places to Work for Financial Advisors as announced by InvestmentNews this week. The award recognizes firms that…

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ESG-related Regulatory Requirements

February 17, 2023

While ESG has become mainstream, it has become a much more polarized political issue in the United States.  Nevertheless, regulators at home and abroad are working to improve ESG disclosures…

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SRII Social Impact Report

February 12, 2023

Bailard’s Sustainable, Responsible and Impact Investing (SRII) team supports the seventeen Sustainable Development Goals (SDGs) of the United Nations 2030 Agenda for Sustainable Development.…

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Country Indices Flash Report – January 2023

January 31, 2023

The IMF raised estimates of global economic growth for the first time in a year, expecting 2023 global growth to slow only slightly from 2022 levels, leaving the UK as the only major market…

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Quarterly International Equity Strategy Q4 2022

January 30, 2023

By the end of 2022, stock and bond investors alike were ready to put a dismal calendar year in the rear-view mirror. Thankfully, the fourth quarter showed markets advancing once…

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Corporate Engagement Update Q1 2023

January 18, 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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Quarterly Technology Science Equity Strategy Q4 2022

January 18, 2023

The Bailard Technology & Science Composite (the “Composite”) posted a total return of 1.56% net of fees for Q4, slightly lagging the peer benchmarks’ Morningstar U.S. Open End Technology…

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Quarterly Small Value ESG Equity Strategy Q4 2022

January 18, 2023

Q4 performance was generally strong and helped to take at least some of the sting out of a bad year for domestic stocks. Persistent inflation, a hawkish Federal Reserve and a weak economy…

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