Recent Insights
Quarterly Small Value ESG Equity Strategy Q3 2024
While the US stock market delivered strong performance overall, the third quarter witnessed significant shifts in relative equity style performance. Value, which had trailed growth through the first half of the year, outperformed in Q3. Similarly, small cap stocks outperformed large cap in Q3 after lagging earlier. While cumulative past performance and valuation disparities had set the stage for a realignment, the trigger came in the form of anticipated rate cuts by the Federal Reserve.
October 17, 2024
Quarterly Technology Equity Strategy Q3 2024
The Bailard Technology Strategy achieved a total return of -1.65%, net of fees. This performance trailed the S&P North American Technology Index and other competitor benchmarks. The Morningstar U.S. Open End Technology category returned 2.42%, the Lipper Science and Technology Fund Index returned 1.37%, the S&P North American Technology Index generated 1.86%, and the Nasdaq 100 Index returned 2.12%. However, over 3, 5, and 10 years, the Strategy's net returns outperformed the competitor peer benchmarks.
October 15, 2024
‘Tis the Season: Maximizing Gifting Exclusions for Family
Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, explains how to optimize the impact of your year-end family gifting by leveraging tax exclusions for education, medical expenses, and annual giving.
October 9, 2024
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