Risk assets rallied on strong COVID vaccine trial results, despite the surge in infection counts and subsequent restrictions in the U.S. and in Europe. EAFE’s 15.5% November return was its best month in over 30 years.
Recent Insights
Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub
Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard.
June 24, 2025
Built on Trust – Guided by Values: Q&A with Mary Bersot, CFA and Bailard CEO, Sonya Mughal, CFA
After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In this Q&A with Bailard CEO Sonya Mughal, CFA, Mary reflects on the decision, the values she’s carried throughout her career, and what this next chapter means for her and those she serves.
June 9, 2025
Country Indices Flash Report – May 2025
The UK and EU reached a new agreement to ease trade restrictions and boost cooperation on security and energy, marking a significant step towards improved relations since Brexit. [See more...]
May 30, 2025
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