Chat with the CIO: The Strangest Recession in History Creates a Messy Inflation Puzzle
This quarter features a point-counterpoint with Frank Marcoux, CFA, SVP & Portfolio Manager - Sustainable, Responsible and Impact...
Deconstructing Small Cap & How ESG Scoring Can Mitigate Risk
Osman Akgun, PhD, CFA, Vice President, Domestic Equities June 30, 2021 Small cap stands for small market capitalization, where a...
Growth vs. Value: Past, Present & Future
Joanne Howard, CFA, SVP, Investment Counselor and Portfolio Manager June 30, 2021 The Value vs. Growth rotation and the reflation trade...
The Case for Net Lease Investments in a Low Yield World
Jamil Harkness, Research and Performance Associate, Real Estate June 30, 2021 In a nearly yield-less bond environment, the need for fixed...
Closing Brief - Bailard’s View on the Economy: A Well-Fed Market
Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist - Wealth Management, and Portfolio Manager - Sustainable, Responsible...
The Bailard Foundation Annual Update
June 30, 2021 Serving the community in which we live has long been ingrained in the values of Bailard and the mindset of its employees....