InvestorView Winter Issue 2024

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.

Private Lessons: Investing Like an Owner

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.

Bonds Are Back: Shifts in Fixed Income

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.

When to freeze a failing GRAT

In today's volatile market environment, there are many time-sensitive estate planning opportunities to consider. Here's what to know about creating or "freezing" a GRAT during market stress.

The Economy, Markets, and Investments at Q1 2024

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.
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Private Lessons: Investing Like an Owner

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.

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