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 their case forward can often be very revealing about the qualities on display. The Family Wealth Report Awards 2023 and 2022 judging process was conducted by expert panels and consist of judges from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience. The judging process is organized in a way so as to avoid conflicts of interest, and no judge will be asked to review a submission from an organization competitive to their own. Every submission is carefully reviewed to ensure the best companies and individuals are selected as winners in each category, whilst commercially sensitive information is kept confidential. This recognition does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance; there was no fee to enter.
Recent Insights
Country Indices Flash Report – July 2026
Middle East tensions escalated as the US-Iran truce collapsed: the U.S. reinstated a naval blockade of Iranian ports and ordered fresh strikes, while Houthis hit Saudi-linked tankers in the Red Sea. Brent surged past $100/barrel before retreating.
July 31, 2026
Quarterly Small Value Strategy Q2 2026
A risk-on rally in April–May, fueled by economic resilience and easing Iran-conflict fears, pushed junk and meme stocks higher and made the Russell 2000 Value Index tough to beat, but June's shift to risk-off—spurred by AI funding skepticism—favored quality and value characteristics that benefit active managers. The Bailard Small Cap Value Strategy generated a 2Q26 total return of 17.57% net of fees, compared with the Russell 2000 Value Index at 17.19%
July 31, 2026
When an oil shock becomes an inflation problem – Morning Macro with Dave
Brent crude topped $100 a barrel and the Fed held rates steady, but a hawkish dissent signals mounting pressure for a rate hike as soon as September.
July 29, 2026
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