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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…
The Rise of B Corps and Benefit Corporations
Focusing on the rise of B Corps and Benefit Corporations, Blaine Townsend, CIMC®, CIMA® sheds light on the shift towards a business paradigm that values employee, community, and…
Impact Investing and the Power of Intention
Annalise Durante, Senior ESG Analyst and Investment Counselor, provides perspective on the indispensable role of impact investing in directing capital towards societal and…
Charitable Gift Annuities in a High Interest Rate Environment
With rising interest rates, Charitable Gift Annuities are emerging as a beneficial option for charitable planning. The role of interest rates in shaping the attractiveness of…
Forbes, “Creating a Culture of Accountability and Trust (with an assist from Ted Lasso)”
Sonya Mughal, CFA, CEO of Bailard, authored a byline for Forbes, diving into the experiences that shaped her leadership style as well as her belief in the importance of…
ISSB’s Inaugural Global Sustainability Disclosure Standards Issue Brief
On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS…
Economic Brief: Portfolio Theory
This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and…
The Bailard Foundation Annual Update 2023
The Bailard Foundation celebrated its fourth anniversary in May. Giving since inception totals over $450,000.
Tax Transparency Issue Brief
This Issue Brief explores tax avoidance by corporations, and reporting initiatives to help with tax transparency.
Economic Brief: Alphabet Soup
This quarter, we feature the economic perspective of Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable,…
Fast Company, “Your thinking about ESG is all wrong. Here’s what it’s really about”
Blaine Townsend, director of Bailard, Inc.'s SRII group says attacks on ESG lean heavily on false economics and myths.
Bailard’s View on the Economy: Everybody Act Normal
In this quarter’s closing brief Jon Manchester, CFA, CFP®, takes a look at the difficulties of defining, and returning to, normal.
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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.