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  • Full cover of the Summer 2024 InvestorView Magazine
    July 30, 2024
    • Capital Partners
    In this issue of InvestorView, we examine the U.S. economy as we enter the second half of 2024 and break down our Investment Research Group’s three-pronged approach to portfolio construction. We also cover critical considerations for successful asset allocation for endowments and foundations and review our fixed income investing principles.
  • Male and female characters reviewing an investment portfolio.
    • Capital Partners
    BBH Partner Suzanne Brenner and Deputy Chief Investment Officer Ilene Spitzer discuss special considerations to take into account when setting an asset allocation for endowments and foundations.
  • Abstract arrow direction. Technology background
    July 30, 2024
    • Capital Partners
    Fixed Income Product Specialist Tom Brennan covers the pillars of our fixed income investment philosophy that we believe position us to weather a variety of market environments.
  • Business People Connect Huge Pie Chart Elements
    • Capital Partners
    Chief Investment Officer (CIO) Justin Reed, Deputy CIO Ilene Spitzer, and Head of Client Portfolio Management and Strategy Niamh Bonus take a closer look at the sophisticated frameworks we use to enhance the traditional portfolio construction process.
  • New York Times Square Summer with a large crack
    July 30, 2024
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons looks at the state of the U.S. economy as we cross the midyear mark and head into the second half of 2024. He examines several cracks in the façade of consumer spending that imply a looming deceleration in economic growth.
  • Suzanne Brenner
    July 17, 2024
    • Capital Partners
    In the feature article of this issue of Women & Wealth Magazine, we sit down with BBH Partner and former Chief Investment Officer Suzanne Brenner to learn more about her journey from classical music to finance, her investment philosophy, and how she’s helping to pave the way for more women in investing.
  • A pattern of many diverse women
    July 17, 2024
    • Capital Partners
    Our women in investing timeline showcases the achievements of notable women in investing, from 1950 to today.
  • ""
    July 10, 2024
    • Capital Partners
    In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
  • Private Lessons: Investing Like an Owner
    February 06, 2024
    • Capital Partners
    In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.
  • ""
    February 06, 2024
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons considers three main lessons at the intersection of business ownership and portfolio management.
  • ""
    February 06, 2024
    • Capital Partners
    Justin Reed, BBH Partner and chief investment officer, and Greg Steier, head of tax-exempt fixed income, examine recent shifts in the fixed income environment and why they might mean a more positive outlook for bonds in the new year.
  • ""
    February 06, 2024
    • Capital Partners
    BBH Partners and Chief Investment Officer Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment and outlook for the future. Here, we review key takeaways from the conversation.
  • ""
    October 23, 2023
    • Capital Partners
    Co-Chief Investment Officer Suzanne Brenner explores how the various aspects of our asset allocation, portfolio construction, risk management, and manager selection processes work together to create value for clients.
  • Top 10
    October 04, 2023
    • Capital Partners
    Selecting a private wealth management firm requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
  • ""
    • Capital Partners
    BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.
  • ""
    July 25, 2023
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Co-Chief Investment Officer Justin Reed and Head of Investment Research Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.
  • ""
    • Capital Partners
    BBH Partners and Co-Chief Investment Officers Suzanne Brenner and Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment, market volatility, and positioning for the future. Here, we review key takeaways from the conversation.
  • What We Believe: The 10 Ps of Manger Selection
    July 25, 2023
    • Capital Partners
    In this issue of InvestorView, we cover our “10 Ps” of investment manager evaluation, review the current state of the markets, discuss our approach to investing in private markets, examine the rise of generative AI, and look at results from our 2023 Private Business Owner Survey.
  • ""
    • Capital Partners
    Investing in private markets is an important component of many client portfolios. We provide advice on how to construct a prudently sized private markets portfolio with adequate diversification.
  • ""
    May 08, 2023
    • Capital Partners
    We review the reasons that we prefer and recommend concentrated and actively managed investment strategies.
  • ""
    • Capital Partners
    BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • ""
    April 19, 2023
    • Capital Partners
    Co-Chief Investment Officer Suzanne Brenner covers steps we take when rebalancing our clients’ portfolios.
  • ""
    April 11, 2023
    • Capital Partners
    Co-Chief Investment Officer Justin Reed discusses market timing. He explores 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.
  • Happy New Year? Our Economic Forecast for 2023
    February 02, 2023
    • Capital Partners
    In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.
  • ""
    February 02, 2023
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons covers our outlook for the markets and economy in 2023. He considers the state of play as we embark on the 23rd year of this century and discusses what we’re watching as the year progresses.
  • ""
    January 24, 2023
    • Capital Partners
    BBH Private Banking 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.
  • ""
    October 28, 2022
    • Capital Partners
    BBH Private Banking 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.
  • ""
    October 27, 2022
    • Capital Partners
    We discuss factors that come into play when investing for endowments and foundations.
  • ""
    July 18, 2022
    • Capital Partners
    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.
  • ""
    July 29, 2021
    • Capital Partners
    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.
  • ""
    March 19, 2021
    • Capital Partners
    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.
  • ""
    May 29, 2019
    • Capital Partners
    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.
  • ""
    November 28, 2017
    • Capital Partners
    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.
  • ""
    November 02, 2017
    • Capital Partners
    We discuss the pitfalls of the value vs. growth investing framework and look at our preferred model: quality and discount to intrinsic value.
  • ""
    April 26, 2017
    • Capital Partners
    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.
  • ""
    November 28, 2016
    • Capital Partners
    Chief Investment Strategist Scott Clemons discusses BBH’s differentiated approach to building investment portfolios. He looks 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.
  • ""
    October 21, 2014
    • Capital Partners
    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.

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