Important Notice
We have been alerted to a scam involving the impersonation of a senior member of our portfolio management team on WhatsApp. The impersonator is falsely claiming to be Chris Moshy, Bailard’s Senior Vice President of Domestic Equities, and offering stock and trading tips in WhatsApp group chats named “Bailard Wealth Management VIP” and “Stock Market Elite -150.”
Actions Taken:
- We have reported the issue with law enforcement and with the SEC.
- Also, we identified misleading business reviews on Google and Yelp, seemingly related to this scam.
Bailard’s Business Practices:
- Please note that Bailard does not conduct business over social media or social messaging platforms.
- If you receive information regarding an investment opportunity allegedly associated with Bailard on platforms like WhatsApp, be aware that it is a scam.
Contact Us:
- For any inquiries or to report suspicious activities, please reach out to us at info@bailard.com.
Our Commitment to Integrity
Considering these recent fraudulent activities, we want to reassure you of our unwavering commitment to professionalism, which is deeply anchored in our core values of accountability, compassion, courage, excellence, fairness, and independence.
Bailard remains steadfast in its commitment to serving clients with the utmost professionalism. The trust and security of our clients are paramount, and we are committed to ensuring these are never compromised by such fraudulent schemes.
Recent Insights
Quarterly International Equity Strategy Q2 2026
Q2 saw a sharp risk-on rally as easing Middle East tensions and renewed AI-buildout conviction reversed Q1's energy shock, with non-U.S. markets—especially hardware- and semiconductor-heavy economies—leading the rebound. Given the speed of thd reversal and July's renewed volatility for both geopolitics and AI sentiment, we continue to favor staying diversified rather than tied to one theme, country, or style, while still expecting non-U.S. equities to lead over a multi-year horizon due to broad participation, attractive valuations, and structural tailwinds.
August 7, 2026
Bailard Foundation Nears $1.5 Million in Grants as Firm Earns Sixth Bay Area Philanthropy Ranking
Bailard earns its sixth consecutive appearance on the San Francisco Business Times' list of Top Bay Area Corporate Philanthropists.
August 4, 2026
Country Indices Flash Report – July 2026
Middle East tensions escalated as the US-Iran truce collapsed: the U.S. reinstated a naval blockade of Iranian ports and ordered fresh strikes, while Houthis hit Saudi-linked tankers in the Red Sea. Brent surged past $100/barrel before retreating.
July 31, 2026
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