News & Insights

Fed rate cut urgency eases as June minutes show a resilient U.S. labor market broadening across industries and regions. Read Bailard's analysis.

The S&P 500’s second-quarter return was historic, but past strong quarters have often been followed by additional gains. Dave Smith looks at the data, the breadth of the rally, and what investors should watch next.

A US-Iran 14-point memorandum halted the costly four-month war, promised to reopen the Strait of Hormuz, and drove oil prices near pre-conflict levels. Both sides agreed to stop attacks and resume peace talks, though each has alleged violations.

As AI drives headline earnings, broader corporate profit growth is emerging across the market. Explore what it could mean for investors.

Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list. CNBC recognizes 25 U.S. registered investment advisors (RIAs) with a record of serving ultra-high-net-worth (UHNW) clients and families across the full range of services they require.

Federal Reserve Chair Kevin Warsh has signaled a different approach to monetary policy, prompting markets to shift from expecting rate cuts to anticipating additional hikes. At the same time, inflation concerns and tighter global monetary policy are reshaping the investment landscape.

Bailard has been named to CNBC’s Elite Advisors list. Only 25 firms were included in the inaugural cohort. CNBC’s research focused on firms serving ultra-high-net-worth families and the full scope of capabilities those relationships demand.

Recent inflation data has reignited concerns about stagflation, but the underlying growth picture tells a different story. Stronger ISM Manufacturing and Services readings, improving business activity, resilient consumer demand, and continued investment suggest the U.S. economy remains on firmer footing than many investors expected.

A strong May jobs report sent stocks lower and raised the odds of a 2026 Fed rate hike. Bailard's CIO on why good labor data can unsettle markets.

Weekly perspective from Bailard's Chief Investment Officer on current developments, emerging risks, and potential implications for investors.

Presidents Trump and Xi met for a summit in China, marked by friendly pageantry but little concrete agreement. President Putin’s subsequent visit to Beijing signaled a deepening Russia-China partnership.

Weekly perspective from Bailard's Chief Investment Officer on current developments, emerging risks, and potential implications for investors.

Weekly perspective from Bailard's Chief Investment Officer on current developments, emerging risks, and potential implications for investors.

The quarter was a tale of two markets. January and February saw international equities continue their 2025 outperformance. In March, that trend gave way to a major geopolitical shock from military strikes in the Middle East. The effective closure of the Strait of Hormuz triggered a severe energy crunch, and related knock-on effects for countries and sectors.

Weekly perspective from Bailard's Chief Investment Officer on current developments, emerging risks, and potential implications for investors.

In Chief Executive, Sonya Mughal, CFA, discusses how leadership teams can adapt strategy faster amid accelerating disruption across technology, geopolitics, markets, and talent.