Non-U.S. equity investors continued to be pummeled by geopolitical anxieties and economic forces unseen since the 1980s. Russian aggression may be the proximate cause for a new wave of populism in Western Europe, leading to a far right-wing leader in Italy and a rightward shift in Swedish politics over the quarter. Liz Truss’ disastrous forty-nine days as UK Prime Minister sent shockwaves through global debt markets that led to fears of a GFC-style unraveling. Fortunately, bond yields, which had risen dramatically after her botched tax reform, have largely reverted to previous levels with her ouster. Chinese leader Xi Jinping’s ever-tighter control over his nation’s institutions may mean a more militarist and less mercantilist China moving forward.
Recent Insights
Bailard Recognized as the #1 Firm on Financial Planning’s 2025 Best RIAs to Work For List
Landing at No. 1, the result reflects something we've built over decades: a culture where talented people want to stay, grow, and do their best work. Long tenure has helped create continuity that clients and partners often value in enduring relationships.
December 11, 2025
Recognized for the Eighth Consecutive Year as One of P&I’s Best Places to Work in Money Management
Named among Pensions & Investments’ Best Places to Work in Money Management for the eighth year running, our people and their commitment allows us to stay independent and serve clients with real care.
December 8, 2025
Issue Brief: Will Nuclear Energy Make a Comeback?
What advancing technology and new federal support could mean for the future of nuclear energy in the U.S.
December 2, 2025
Keep Informed
Get the latest News & Insights from the Bailard team delivered to your inbox.