News & Insights

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.

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

The US-Iran and Israel-Lebanon ceasefires remain fragile amid stalled talks, US naval blockades, and Iranian interference in the Strait of Hormuz, while Israel accuses Hezbollah of violations. Tensions pushed Brent crude up over 25% from mid-April lows.

Software valuations continue to face pressure despite strong fundamentals. We share our framework for identifying durable software leaders we believe are able to withstand threats or competition posed by AI.

Accelerating earnings growth combined with relatively attractive valuations, the benefits of a dereg­ulatory tailwind, manufacturing reshoring, and increased mergers and acquisitions activity all bode well for small value stocks through 2026 and beyond.

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.

Explore the living library of Bailard's Sustainable, Responsible & Impact Investing (SRII) publications.

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

Weekly perspective on current developments, emerging risks, and potential implications for investors.

Weekly perspective on current developments, emerging risks, and potential implications for investors.

U.S. and Israeli strikes on Iran disrupted shipping through the Strait of Hormuz, a key energy chokepoint. Equities fell, while oil and gas prices spiked.

Weekly perspective on current developments, emerging risks, and potential implications for investors.