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
  • Philanthropic Advisory
  • 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
  • Owner to Owner Publication Fall 2022
    November 15, 2022
    • Private Banking
    In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
  • Financial rising graph and chart with lines and numbers that illustrate stock market behaviour.
    November 15, 2022
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • November 15, 2022
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
  • Money question, where to invest, pay off debt or invest to earn profit, financial choice or alternative to make decision concept, businessman investor holding money coin thinking about investment.
    November 15, 2022
    • Private Banking
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  •  Image of Michael Russell Jr
    September 29, 2022
    • Private Banking
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • Owner to Owner summer issue publication cover
    August 01, 2022
    • Private Banking
    In this issue of Owner to Owner, we look at considerations when transferring private business shares to the next generation, discuss what business owners should be thinking about in this inflationary economy, examine QSBS elections and provide an overview of industrial revenue bonds.
  • Business people merge the chain-Link concept
    • Private Banking
    Ali Hutchinson, a BBH senior wealth planner, and Ben Persofsky, the executive director of the BBH Center for Family Business, discuss the different methods for transferring shares in a private business to the next generation and cover the implications families need to consider from both a corporate and tax angle.
  • businessman pulling open calm sea curtain covered dark stormy ocean background
    August 01, 2022
    • Private Banking
    John Secor and Ajit George of our Corporate Advisory team look at challenges business owners are facing in this inflationary economy and discuss how they can navigate this uncertainty.
  • A magician holding a magic wand over a hat iwith flares of light coming out of it.
    August 01, 2022
    • Private Banking
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • Owner-to-Owner-issue-Cover
    March 30, 2022
    • Private Banking
    In this issue of Owner to Owner, we examine succession planning from several angles. Our Center for Family Business looks at the requirements of the founder or CEO both during and after transition, next generation family members as well as boards of directors, and also explores options in a situation where traditional ownership succession may not be the best path forward.
  • Cyclists in a race.
    • Private Banking
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful transition.
  • Illusration of two people high-fiving
    • Private Banking
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • Business people in a meeting.
    • Private Banking
    Many family businesses rely on their boards of directors to help them during succession planning. Here, we share our top considerations as it relates to boards of directors and their involvement in the process.
  • Business woman in a conference room.
    • Private Banking
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
  • Collage of Travis Boersma, Ward and Nico Landrigan, Victoria Mars, and Keith Campbell
    March 30, 2022
    • Private Banking
    Throughout the first quarter 2022 issue of Owner to Owner, we brought you stories of succession from real businesses. Here they are.
  • View looking of buildings  with a graph and numbers
    June 03, 2021
    • Private Banking
    We speak with Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, about the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • overhead view of warehouse plant near water
    March 25, 2021
    • Private Banking
    We recently spoke with David Spray, founder of Export Advisors, about the impact of the Biden presidency on the IC-DISC.
  • Hands holding a puzzle piece
    October 07, 2020
    • Private Banking
    Len Fishman and John Harms of BBH Corporate Advisory & Banking discuss new guidance around change of ownership transactions involving entities with PPP loans.
  • Four people holding up a white line chart with a blue background
    • Private Banking
    Len Fishman and Kyle Gordon of BBH Corporate Advisory & Banking discuss how borrowers are affected by new developments in the Paycheck Protection Program.
  • Giant oil storage tanks with blue sky
    May 01, 2020
    • Private Banking
    The crude oil market has faced significant volatility. Our Commodities & Logistics group explores the causes and implications.
  • A boat, and train, and a truck parked in a row under cloudy skies
    April 08, 2020
    • Private Banking
    The COVID-19 pandemic has notably affected the commodities and logistics sector globally. We recently discussed these implications with Anton Posner, CEO of Mercury Resources.
  • close up of steel
    April 08, 2020
    • Private Banking
    Patrick Scott explores the impact the COVID-19 pandemic has had on the steel market, current prices and notable factors that could affect these prices.
  • Shipping containers being moved by a crane
    April 08, 2020
    • Private Banking
    We spoke with Neely Mallory III, CEO of Mallory Alexander Logistics, on the freight container market during the COVID-19 pandemic.
  • Blurry shipping truck going fast on a highway
    April 08, 2020
    • Private Banking
    John Harms examines how COVID-19 has affected the U.S. trucking market in recent weeks and seeks to understand what that tells us about the future of the domestic economy.
  • A giant hand helps a smaller person walk up a large staircase
    April 07, 2020
    • Private Banking
    Len Fishman and Eli Perlmutter of BBH Corporate Advisory & Banking answer frequently asked questions regarding the Paycheck Protection Program under the CARES Act.
  • BBH Commodity Markets Update, Covering for Catastrophe, cover
    February 26, 2020
    • Private Banking
    In this issue of the Commodity Markets Update, we discuss how nickel’s price has surged to new highs, trends in energy insurance, the implications of FASB’s new lease accounting standards and trade policy.
  • steel pipes with the sunset in the background
    February 26, 2020
    • Private Banking
    We speak with John Rathmell, president of Lockton Marine & Energy, about changes and trends in the energy insurance space.
  • A cargo ship with many shipping containers on it in the ocean
    February 26, 2020
    • Private Banking
    Patrick Scott provides an update on changes to duties on steel and aluminum article imports.
  • A nickel standing on financial documents
    February 26, 2020
    • Private Banking
    Nickel has defied downward pressure felt throughout global base metals markets: we explore the cause and implications.
  • Blue clean glass wall of modern skyscraper
    February 26, 2020
    • Private Banking
    We discuss the mechanics and implications of FASB’s update to the accounting standards that affect the way all leases are reported on the financial statements.
  • Roasted brown coffee beans on the black concrete stone background. Flatlay style, messy pattern.
    June 11, 2019
    • Private Banking
    In this issue of the Commodity Markets Update, we explore the green coffee supply chain, Northern White frac sand and the imminent disappearance of LIBOR – all of which are undergoing paradigm shifts.
  • A dirty hand holding seeds in his palm
    June 11, 2019
    • Private Banking
    Benjamin Durfee sits down with Konrad Brits, founder and CEO of Falcon Coffees, to explore the seemingly inexorable trends of sustainability, traceability and transparency in the green coffee supply chain.
  • Golden sand dunes
    June 11, 2019
    • Private Banking
    John Harms and Nick Martone look at the changing contours of frac sand production and distribution.
  • Cartoon people looking at statistics against blue background
    June 10, 2019
    • Private Banking
    We discuss how the imminent disappearance of LIBOR will affect credit markets in future years.
  • Glass of red wine against a dark background
    October 30, 2018
    • Private Banking
    In the feature article of this issue of the Commodity Markets Update, we sit down with Patrick Stella, founder of WineCredit, to discuss the extent to which wine is investable, shifting sources of demand and value in the market, issues surrounding wine forgery and tips for people looking to build a collection.
  • Mac Truck Driving Down Highway
    October 29, 2018
    • Private Banking
    BBH looks at the U.S. trucking industry, which is facing rising demand amid zero excess capacity.
  • The Canadian, American, and Mexican flags
    October 29, 2018
    • Private Banking
    Jay Foraker provides a historical perspective on NAFTA’s origins and objectives, presents details of current trade patterns among NAFTA countries and highlights various changes that have been agreed to in its update as the USMCA.
  • Close-up of a container ship carrying colorful shipments in the middle of the ocean
    December 02, 2015
    • Private Banking
    In our December feature article, we discuss the expansion of the Panama Canal, zeroing in on its impact on trade flows around the 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