News and Insights

Country Indices Flash Report – September 2026

U.S. long-dated yields reached their highest in over 20 years.

The unintended consequence of Artificial Intelligence

Explore how artificial intelligence is reshaping U.S. economic growth and impacting debt markets in significant ways.

Corporate Profits Remain a Tailwind – Morning Macro with Dave

With the last of the off-cycle reporters now largely wrapped up, we can effectively close the book on the second quarter earnings season.

Corporate political giving disclosure: Why transparency matters for investors

Explore the shift in political giving and its impact on elections post-Citizens United.

The bond vigilantes are stirring – Morning Macro with Dave

Rising global bond yields are sending a warning as inflation, fiscal deficits, and monetary policy expectations pressure markets.

Country Indices Flash Report – August 2026

US long bond yields hit near 20-year peaks on debt concerns, with the national debt topping $40 trillion.

The Small Cap Turnaround Trap: Why Statistical Precision Beats the Comeback Narrative

Why the turnaround narrative is so sticky, what the simulations reveal, and what a more durable small cap value alternative looks like.

Why July’s consumer slowdown may be misleading – Morning Macro with Dave

July retail sales disappointed investors, but calendar shifts and other one-time factors suggest consumer demand remains relatively stable.

Business Wire, “Bailard names Simon Smundak, CFA, as SVP, Private Markets & Solutions, deepening its UHNW advisory bench”

Bailard names Simon Smundak, CFA, as Senior Vice President, Private Markets & Solutions, deepening its UHNW advisory bench.

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.

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.

Country Indices Flash Report – July 2026

When an oil shock becomes an inflation problem – Morning Macro with Dave

Quarterly Technology Strategy Q2 2026

“the 9:05” newsletter | Q2 2026

The drivers behind the semiconductor rally, plus strategies for concentrated stock and estate planning across borders.

Maple Pond

Economic brief: Semisonic boom

Semiconductors surged in Q2 2026 as AI spending lifted earnings. Jon Manchester examines market concentration, speculation, inflation, and the Fed.

Equity compensation: Planning ahead when your wealth is tied to one company

Learn how RSUs, stock options, ESPPs, taxes, diversification, and timing fit into a broader financial plan.

Does your estate plan still work when a child moves abroad?

A child living abroad may face different trust, inheritance, and tax rules. Learn when a U.S. estate plan may need a cross-border review.

Estate planning considerations for selected countries

Compare estate planning considerations across 12 countries, including trust treatment, inheritance rules, forced heirship, and U.S. estate tax treaties.

Prediction Markets Issue Brief

Business Wire, “Bailard named to inaugural CNBC Elite Advisors list”

Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list.

GRATs: An Unexpected Bridge to Philanthropy

Dave Jones, JD, LLM, CFP®, shares how a Grantor Retained Annuity Trust (GRAT) can offer peace of mind for family priorities, and open the door to charitable giving.

Sustainable, Responsible and Impact Investing in the age of Artificial Intelligence

Social Security: It’s about more than when you claim

Lena McQuillen, CFP®, TPCP®, Director of Financial Planning, shares how claiming decisions shape income over time, especially for a surviving spouse.

Can Geothermal Power the AI Revolution?

CEO Sonya Mughal Named Women in Wealth Advocate of the Year at 2026 Private Asset Management Awards

2025 Proxy Review Season

CNBC: “Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales”

Reuters: “US software stocks slammed on mounting fears over AI disruption, lose $1 trillion in week”

How We’ve Stayed Steady

CEO Sonya Mughal reflects on a year that called for patience and perspective, highlighting leadership continuity and the value of experience through changing market conditions.

Communicating Trust and Credibility in an Age of Volatility

Bailard Real Estate Completes Leadership Transition

Effective January 1, Tess Gruenstein and James Pinkerton now serve as co-heads of Bailard’s real estate platform, succeeding Preston Sargent.