More than a year into the COVID-19 public health crisis, it is clear that while lifestyle disruptions were universal, the economic upheavals caused by the virus fell largely on the less financially secure members of society. Anyone unable to work remotely has faced rising odds of layoffs or reduced hours, particularly in lower paying service jobs deemed “non-essential” by authorities.
Recent Insights
Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub
Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard.
June 24, 2025
Why International Equities Deserve a Fresh Look in Today’s Market
As international equities begin to show signs of leadership again, investor sentiment and capital flows can accelerate these trends.
June 16, 2025
Built on Trust – Guided by Values: Q&A with Mary Bersot, CFA and Bailard CEO, Sonya Mughal, CFA
After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In this Q&A with Bailard CEO Sonya Mughal, CFA, Mary reflects on the decision, the values she’s carried throughout her career, and what this next chapter means for her and those she serves.
June 9, 2025
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