In this issue of The Fresh Take, we highlight key insights from different sector spotlights.

How people spend their money tells a powerful story about the economy. From everyday essentials to luxury splurges, the consumer goods sector offers insight into shifting spending patterns, consumer confidence, and corporate performance. Relationship Associate Sarah Chandler sat down with Senior Equity Analyst Mark Weber to discuss his outlook on consumer goods and what investors should watch for in today’s market.

Aerospace and defense (A&D) has been one of the strongest performing sectors in 2025, driven by increased geopolitical tensions, higher NATO spending commitments, and accelerated innovation. To understand the drivers behind this momentum, Senior Relationship Associate Elise Johnston sat down with Vice President Brian DeAngelo who is a member of BBH’s Investment Research Group (IRG) in a Client Portfolio Management and Strategy (CPMS) role responsible for communicating and implementing IRG’s best thinking across client portfolios.

Real estate has long been considered a cornerstone of diversified investment portfolios, but what makes it so resilient across market cycles? In this edition of The Fresh Take, Relationship Associate Owen McCarthy sits down with Jimmy Carroll, an equity analyst who focuses on real estate, to discuss the sector’s enduring appeal, current trends shaping the market, and why now might be an opportune time for long-term investors.

The financial services industry is rapidly evolving due to the widespread adoption of artificial intelligence (AI) and other transformative technologies. BBH Relationship Associate Jailene Sinchi recently sat down with Managing Director and Senior Equity Analyst Anurag Dhanwantri to discuss the impact of these changes and what they might mean for the industry’s future.

Our survey reveals how private business owners are collaborating with the next generation, planning for succession, growing the business, and managing dividends. Explore the results.

The value of Treasury Inflation-Protected Securities (TIPS) goes beyond the obvious. Portfolio Manager Jorge Aseff discusses how TIPS have evolved, offering investors a distinctive approach to navigating inflation and changing market conditions.

As Bob Dylan sang in 1964, “for the times, they are a-changin’.” His groundbreaking anthem serves as a timeless reminder of the inevitability of change and the necessity to adapt.  

For those hesitant to create an estate plan, we discuss tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts, or legal fees.

At the start of the year, our regulatory prediction called for a period of Organized Chaos. While the chaos has delivered in spades, there’s been little semblance of organization.