News & Insights

Intellectual curiosity, courage, openness, and individual thought guide our unique perspective

Here in our News & Insights section, you’ll find that our core values manifest our asset and wealth management industry commentary, original research, and strategy updates showcasing who we think are some of the brightest minds in the industry.

Thought Leadership Highlights

Published in The Journal of Impact and ESG Investing, "From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing"

It may be surprising to some that SRI has been around for decades, and ESG arrived in the mid-2000s. Inside this research paper published in The Journal of Impact and ESG Investing, “From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing,” Bailard’s Blaine Townsend, CIMC®, CIMA®, EVP and Director of Sustainable, Responsible and Impact Investing, explores the history of SRI and ESG investing.

Bailard's SRII Issue Research and Outreach Library

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

Sustainable, Responsible and Impact Investing in the age of Artificial Intelligence

Bailard’s Sustainable, Responsible and Impact Investing team examines how artificial intelligence is becoming a foundational, system-wide force across markets and portfolios—delivering both sustainability opportunities and material risks—while underscoring that its ultimate impact will depend on strong governance and responsible deployment.

Corporate political giving disclosure: Why transparency matters for investors
September 14, 2026
Explore the shift in political giving and its impact on elections post-Citizens United. Discover how corporations influence politics.
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Prediction Markets Issue Brief
July 8, 2026
Beneath their growing popularity lies a fundamental question: are prediction markets legitimate financial instruments, or do they function as online gambling platforms?
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Sustainable, Responsible and Impact Investing in the age of Artificial Intelligence
June 11, 2026
Artificial intelligence is reshaping markets and portfolios, creating sustainability opportunities & material risks that demand strong governance.
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Bailard's SRII Issue Research & Outreach Library
April 20, 2026
Explore the living library of Bailard's Sustainable, Responsible & Impact Investing (SRII) publications.
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Can Geothermal Power the AI Revolution?
February 27, 2026
As the global economy enters a period of unprecedented expansion, geothermal energy is emerging from its niche status.
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Women in wealth advocate of the year - Sonya Mughal, Bailard
CEO Sonya Mughal Named Women in Wealth Advocate of the Year at 2026 Private Asset Management Awards
February 25, 2026
Bailard CEO Sonya Mughal, CFA, has been named Women in Wealth Advocate of the Year – Individual at the 2026 Private Asset Management (PAM) Awards, presented by With Intelligence.
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2025 Proxy Review Season
February 13, 2026
The 2025 U.S. proxy season marked a turn from prior years’ rising proposals, with the number of shareholder proposals filed at Russell 3000 companies decreasing for the first time in recent years.
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prison cells
Unpacking Incarcerated Labor
December 31, 2025
Read about the link between U.S. prison labor and corporate profit, and how investors can drive meaningful reform.
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Issue Brief: Will Nuclear Energy Make a Comeback?
December 2, 2025
What advancing technology and new federal support could mean for the future of nuclear energy in the U.S.
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stethoscope illustrating healthcare
For-Profit Healthcare Issue Brief
September 3, 2025
The For-Profit Healthcare industry is a complex dynamic. Explore the benefits, drawbacks, and ethical questions it raises.
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Pullquote: "While there has long been a revolving door between defense and government, Defense Tech seems to be arriving on the national scene hand-in-hand with this administration."
Defense Tech: It’s hard to tell the swords from the plowshares
August 29, 2025
Defense technology is rapidly shifting from niche to mainstream. Blaine Townsend, Director of SRII at Bailard, explores how innovation, private capital, and government priorities are driving this change—and what it means for investors.
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Animal Testing Issue Brief
May 29, 2025
Artificial intelligence may soon end animal testing practices if the recent announcement by the Food and Drug Administration (FDA) reaches fruition.
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Rare Earth Elements Issue Brief
May 29, 2025
Rare earth elements are vital for consumer electronics and defense technologies, and their importance to national security cannot be overstated.
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Nuclear Energy Issue Brief
October 24, 2024
Does nuclear energy provide a low-emissions solution to rapidly rising energy demands? Or does it distract investors from the stronger opportunities in renewables?
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Financed Emission Issue Brief
May 21, 2024
A brief diving into the importance of analyzing and collecting emissions data from investments.
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The Weight Is Over: But Is It a Loss For Type 2 Diabetes Patients?
April 2, 2024
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 proved efficacious to treat a much more widespread problem: obesity. That left Novo Nordisk in the driver’s seat of a blockbuster “off-label” drug. The challenge for Novo is making sure patients with Type 2 diabetes aren’t left on the side of the road.
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