Insights Library

Explore Our Insights

  • Topic
    Apply Filters
  • Publication
    Apply Filters
  • Content Type
    Apply Filters
  • Line of Business
    Apply Filters
  • Alternatives
  • Business Transformation
  • Commodity Markets
  • Currency Strategy
  • Endowments and Foundations
  • ESG
  • Exchange-traded Funds
  • Equity Investing
  • Family Office
  • Fixed Income Investing
  • Global Asset Trends
  • Investment Commentary
  • Markets and Economy
  • Private Business Ownership
  • Regulatory Intelligence
  • Technology
  • Wealth Planning and Trust
  • Women and Wealth
  • Commodity Markets Update
  • Exchange Thoughts
  • FX Quarterly
  • InvestorView
  • Mind on the Markets
  • On the Regs
  • Owner to Owner
  • Structured Fixed Income Quarterly Update
  • Women & Wealth Magazine
  • The Fresh Take
  • Article
  • Audio
  • Biography
  • Blog
  • Commentary
  • Infographic
  • Interview
  • Newsletter
  • Prospectus
  • Report
  • Roundtable
  • Strategy Document
  • Strategy Fact Sheet
  • Strategy Update
  • Survey
  • Video
  • Webinar
  • Webcast
  • Whitepaper
  • Firm
  • Investment Management
  • Investor Services
  • Private Banking
  • Close-up of an art canvas with blue and white paint brushstrokes on it
    August 01, 2022
    • Private Banking
    For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
  • ""
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Full cover of the Summer  20212 InvestorView Magazine.
    July 18, 2022
    • Private Banking
    InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
  • Full cover of the Summer  20212 InvestorView Magazine.
    July 18, 2022
    • Private Banking
    InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
  • July 18, 2022
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.
  • Abstract depiction of blockchain.
    • Private Banking
    We speak with Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.
  • Illustration of woman overlooking her investments.
    July 18, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Director of Philanthropic Advisory Kerri Mast discuss the ways in which the worlds of investing and philanthropy are becoming more integrated.
  • Illustration of woman overlooking her investments.
    July 18, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Director of Philanthropic Advisory Kerri Mast discuss the ways in which the worlds of investing and philanthropy are becoming more integrated.
  • Private plane on tarmac.
    July 18, 2022
    • Private Banking
    Travel by private aircraft offers a multitude of benefits; however, these advantages come at a price. Stacia Kroetz and Lindsay Hodgkins evaluate ownership options and related financial, legal, tax and regulatory matters for those considering private air travel.
  • Five hands holding numbered hearts
    June 24, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.
  • Abstract water waves
    June 21, 2022
    • Private Banking
    We discuss upstream gifting, an increasingly popular estate planning technique that involves making gifts up the family tree, rather than downstream.
  • A pair of hands shaking in the shape of a heart
    June 14, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • A senior couple and a young family are separated from each other by a giant life-size cell phone. They wave to each other through the transparent cell-phone.
    June 07, 2022
    • Private Banking
    Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your family meeting virtually.
  • Plastic figures of a married couple, with a pile of coins behind them
    June 01, 2022
    • Private Banking
    Senior Wealth Planner Ali Hutchinson looks at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
  • ""
    April 26, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • February 03, 2022
    • Private Banking
    In this quarter’s update, the Investment Research Group examines our confidence in the BBH investment approach and our managers’ ability to generate attractive long-term returns despite uncertainties in the markets.
  • A road intersection with a sign post with the words inflation, housing, interest rates, markets and unemployment.
    January 26, 2022
    • Private Banking
    We start the new year at the crossroads on many issues, with implications for the economy, business, and financial markets. Which way now? BBH Partner and Chief Investment Strategist Scott Clemons explains.
  • Full cover of the Q1 20212 InvestorView Magazine.
    January 26, 2022
    • Private Banking
    In this issue of InvestorView, we look at 2022 as a transitional year from the impact of the pandemic to more traditional economic behaviors. Plus, we explore the “magic” of qualified small business stock tax benefits, examine how to choose a legal guardian for your child, and sit down with Barry Mills, a senior advisor to BBH.
  • College campus in the fall with an inset photo of Barry Mills
    January 26, 2022
    • Private Banking
    Get to know Barry Mills, former President of Bowdoin College and now a senior advisor to BBH. In a conversation with InvestorView, Barry shared some of his more important lessons for endowments and foundations as they seek to navigate the challenges and opportunities present in 2022.
  • Illustration of parents with a newborn baby.
    January 26, 2022
    • Private Banking
    To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
  • July 29, 2021
    • Private Banking
    InvestorView looks at the threat of inflation in the post-pandemic economy, discusses our approach to asset allocation and examines the estate administration landscape.
  • Maintaining Family Continuity for Generations
    July 29, 2021
    • Private Banking
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • All-Rise-The-Threat-of-Inflation-In-The-Post-Pandemic-Economy
    July 29, 2021
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
  • July 29, 2021
    • Private Banking
    InvestorView looks at the threat of inflation in the post-pandemic economy, discusses our approach to asset allocation and examines the estate administration landscape.
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Series of gray bubbles with one large red circle.
    • Private Banking
    Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at potential changes to the tax code under the Biden administration and explore tax planning considerations most relevant to our readers this year.
  • Silhouette of a businessman standing by the huge open gate
    March 19, 2021
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    March 19, 2021
    • Private Banking
    Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
  • Key in keyhole on door silhouette.
    March 19, 2021
    • Private Banking
    Wealth Planning Associate Sara Turner covers considerations for those looking to help family members buy a home.
  • Full cover of the Q1 2021 InvestorView Magazine.
    March 19, 2021
    • Private Banking
    In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.
  • Stock market or forex trading graph for financial investment or Economic trends business.
    February 01, 2021
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • Teal graphic of video call on laptop
    October 26, 2020
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
  • Blue scale with White House and Capitol Building with black background
    October 26, 2020
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain limits and which are prohibited altogether.
  • Painting of people sitting at tables in Bryant Park
    August 06, 2020
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons reflects on lessons we are learning during the COVID-19 crisis, what aspects will have a lasting effect on our homes, offices and schools and what life after COVID-19 may look like.
  • Looking up at skyscrapers with teal hue
    August 05, 2020
    • Private Banking
    Jeff Hakala and Jerry Hakala – Co-Chief Investment Officers at Clarkston Capital Partners – discuss some current prevailing arguments against small-cap investing, the approach’s structural advantages and Clarkston’s unique approach that aims to exploit those advantages to uncover investment opportunities.
  • Giant cartoon hand dropping a gold coin into a building like a piggy bank
    March 04, 2020
    • Private Banking
    Investing in private markets is an important component of many client portfolios, and in this article, Thomas Martin, a Senior Investment Analyst, provides advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
  • A senior-aged couple sit together on a beach on top of a giant coin-jar to symbolize living on retirement savings
    March 04, 2020
    • Private Banking
    The new Secure Act rewrites the rules of the road for IRA owners, especially those who might inherit IRAs. Now is a good time to review your retirement planning anew.
  • Alice in wonderland dinner party scene, showing Alice, the Hare, and the Mad Hatter
    December 06, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the implications of negative interest rates.
  • A Woman and a Man standing on a laptop looking at a print out
    December 06, 2019
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Thomas Martin cover steps we take when rebalancing our clients’ portfolios.
  • large hand holding a small home in it's palm with a key on it's finger
    December 06, 2019
    • Private Banking
    Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • hand playing chess
    August 09, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and how it might be resolved.
  • Naming an Executor: The Most Underrated and Most Important Consideration in Estate Planning cover
    August 09, 2019
    5 min read
    • Private Banking
    We discuss the important decision of who to hire to act as executor of your estate to minimize family conflict and ensure the most efficient management of your assets according to your estate plan.
  • Colorful cartoon city
    May 29, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.
  • Two businessmen and a business woman looking through magnifying glasses and binoculars
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for clients.
  • Two woman sit behind a desk, both looking at a desktop monitor
    May 29, 2019
    • Private Banking
    Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.
  • several business professionals looking for something, with magnifying classes, binoculars, and a computer
    February 07, 2019
    • Private Banking
    We discuss factors that come into play when investing for endowments and foundations.
  • A house being divided by a judges gavel
    February 07, 2019
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • Horse and carriage outside BBH Office
    November 05, 2018
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.
  • Manager Spotlight Interview with Rajiv Jain from GQG Partners cover
    November 05, 2018
    • Private Banking
    We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees today’s opportunities.
  • Elderly man sitting in a chair next to a lamp on has laptop
    November 05, 2018
    • Private Banking
    BH Trust Company discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.
  • floating five stars (5) rating symbols in front of a businessman. The business man holding up his hand to select which rating he wants to pick.
    July 26, 2018
    • Private Banking
    We take a deep dive into what we mean when we talk about “quality” investing.
  • image of bitcoin logo
    May 09, 2018
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the opportunities and risks that cryptocurrencies pose by exploring bitcoin and the blockchain technology on which cryptocurrencies rely.
  • Black and white alarm clock standing next to an open laptop which has financial charts and graphics on the screen
    May 04, 2018
    • Private Banking
    We examine the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.
  • Inspiring Words written on a stone wall
    March 12, 2018
    • Private Banking
    Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.
  • Illustration of a man on a ladder greasing a machine turning a globe of the earth
    November 28, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.
  • Business man trying to decide between two closed doors
    November 02, 2017
    • Private Banking
    Senior Investment Analyst Tom Martin discusses the pitfalls of the value vs. growth investing framework and looks at our preferred model: quality and discount to intrinsic value.
  • Close-up of 100 dollar bill with random blank puzzle pieces on top of it
    August 30, 2017
    • Private Banking
    Investment Strategy Analyst Tom Martin discusses the importance of tax-efficient investing and covers five ways in which BBH seeks to improve after-tax returns for clients.
  • A hot air balloon trying to take off but is stuck to a giant anchor on the ground
    July 27, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains the drivers of inflation, why it is the single biggest threat facing investors over the long term and how we address the risk of inflation when building clients’ portfolios.
  • two hands held with their palms facing up
    July 27, 2017
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals.
  • Drawer full with reading glasses
    April 26, 2017
    • Private Banking
    InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
  • the words charity, donate, help, volunteer with images of coins in a jar
    April 26, 2017
    • Private Banking
    We discuss the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • Workers climbing scaffolding on construction site
    November 28, 2016
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building investment portfolios. They look at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
  • A large green arrow pointing up with a cartoon man thinking inside and next to it a large red arrow pointing down with an identical cartoon man thinking
    July 29, 2015
    • Private Banking
    Investment Strategy Analyst Tom Martin provides an overview of long/short equity investing, discusses its attractive characteristics and challenges and shares our criteria for partnering with long/short investment managers.
  • Hand picking up a Business man from a group of people, Human Resources concept to choose perfect candidate
    October 21, 2014
    • Private Banking
    In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
  • Huge pile of green apples, with 4 red apples placed on the top
    October 20, 2014
    • Private Banking
    Investment Strategy Analyst Tom Martin reviews the reasons that we prefer and recommend concentrated and actively-managed investment strategies.
  • Nine different coloured marbles
    August 07, 2014
    • Private Banking
    Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com


captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction