News & Insights

French Prime Minister Sébastien Lecornu was swiftly reappointed just days after resigning. His pledge to suspend the controversial pension reform proved a key concession, securing Socialist Party backing to survive a no-confidence vote.

Named one of America’s Top RIA Firms by Forbes, Bailard continues to build for the future with integrity, purpose, and care for the people we serve.

Global equities extended their climb in the third quarter, buoyed by simmering trade tensions and central banks’ dovish monetary policy. The Fed’s first rate cut of the year amplified this tailwind, though fiscal fragilities and policy inconsistencies led gold (often seen as a refuge against uncertainty) to record highs. Political turmoil brought leadership changes to Japan and France, underscoring voter discontent amid stagnant growth. Core equity themes remained strong, with defense and financials retaining momentum while the AI thematic received fresh stimulus with significant investment pledges from tech giants. Resilient corporate fundamentals, attractive valuations, and secular tailwinds support our positive outlook for international equities.

Stocks shot higher in all three months of Q3, propelled by relief that investors’ worst fears regarding tariffs and trade wars did not materialize and increasing confidence that the Federal Reserve (the Fed) would be lowering interest rates soon. In what one Wall Street strategist termed a “flight to crap”, investors—particularly retail investors—flocked to lower quality “junk” stocks. Retail investors’ stock market participation has risen close to all-time highs in recent months, which may help to explain the outsized junk stock performance we have witnessed.

The quarter reflected a firming of technology fundamentals following the broad Q2 market rebound. Underlying fundamentals improved meaningfully across several key verticals, driven by both structural demand trends and evolving regulatory frameworks. Investor focus sharpened on operational scalability, energy efficiency, and the maturing economics of AI deployment—even as early-stage technologies gained traction at the margins. The sector also saw increasing complexity in capital flows, partnerships, and supply chains, reflecting the accelerating pace of innovation and infrastructure build-out.

The Federal Reserve cut its benchmark rate for the first time this year, joining other central banks in the global easing cycle. Gold surged to a record $3,800/oz, up 45% year to date, as rate cuts, political uncertainty, and rising debt levels bolster its appeal. [Read more...]

West Willows Technology Center is a three-building, two-story R&D and data center facility totaling 155,830 square feet, located in Redmond, WA. Fully leased to AT&T through August 2027, the Property sits on 8.86 acres directly south of the Sammamish Substation. The campus features robust infrastructure, advanced cooling and electrical systems, and multiple fiber providers with direct access to long-haul West Coast networks and trans-Pacific subsea cables.

Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking our fourth appearance in five years.

Four of Bailard's equity strategies—International, Micro Cap Value, Technology, and Technology and Science—were recognized in Zephyr’s quarterly PSN rankings for Q2 2025. The list showcases strategies that delivered notable performance amid rapidly changing market conditions.

President Trump met President Putin in Alaska to discuss the Russia-Ukraine war, then later met in DC with Ukrainian President Zelenskyy and the leaders of several major European countries. Nothing definitive has emerged yet, with the attacks unrelenting.

El Dorado Self-Storage is a 227,327 SF to-be-built self-storage facility located in El Dorado Hills (Sacramento MSA), CA. The Project consists of a single three-story, climate-controlled facility with 1,148 total units on the south side of the site, and four single-story buildings on the north-side of the site to accommodate 136 boat and RV storage units.

This summer brought two honors that speak to who we are at Bailard. The Bailard Foundation was recognized with Best Philanthropic Initiative (Americas) at the global 2025 WealthBriefing Wealth for Good Awards, highlighting our community impact in the Bay Area. And once again, Bailard was named to Financial Advisor Magazine’s Top RIA Ranking, marking our fifth straight year in the Top 100.

750 Curtiss will be a six-story, mid-rise, podium-style apartment building totaling 138 units located in Downers Grove, a western suburb of Chicago, IL. The Project will be built on an 1.34-acre infill site a three-minute walk from the Downers Grove Metra Station (BNSF Line).

As international equities begin to show signs of leadership again, investor sentiment and capital flows can accelerate these trends.

Artificial intelligence is no longer theoretical in the world of advertising—it’s driving measurable performance improvements across leading platforms. Programmatic ad delivery powered by AI is enabling more precise targeting, better budget allocation, and higher return on ad spend for brands. This piece explores how programmatic advertising works, where AI is already showing real traction, and why this convergence may represent one of the first scaled, commercial applications of AI with long-term investment implications.

Bailard is honored to be named one of the Top 100 Bay Area Corporate Philanthropists by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list. Bailard climbed to #65 for 2025, continuing its upward trajectory from #89 in its first appearance in 2021 and joining a distinguished group of honorees including Salesforce, Google, the San Francisco 49ers, and Levi Strauss.