Managing Director Andy Kunzweiler explains why staying invested beats timing the market – and how tax-managed equity can turn volatility into after-tax value.

As traditional stock-and-bond portfolios face a more complex market environment, investors may need a broader portfolio construction framework. Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explore how multiple engines of return can help improve diversification, resilience, and long-term after-tax outcomes.

Principal Ali Hutchinson reframes trusts as living relationships, not just legal structures, emphasizing how flexibility, fiduciary choice, and communication are essential to building resilient, multigenerational plans.

BBH Partners Scott Clemons, Chief Investment Strategist, and Justin Reed, Chief Investment Officer, explore the fundamental beliefs that guide how we think about all aspects of investing.

In this issue of InvestorView, we review the foundational beliefs of our investing approach and portfolio construction framework in the context of today’s market environment. We also discuss how investors can take advantage of volatility through tax-managed equity strategies and look at the key components of a resilient multigenerational trust.

We take a closer look at the sophisticated frameworks our Investment Research Group uses to enhance the traditional asset allocation process.

Partner and Chief Investment Officer (CIO) Justin Reed and Principal and Deputy CIO Ilene Spitzer discuss the emerging risks and opportunities that are top of mind for 2026.

In the feature article of this issue of InvestorView, Partner and Chief Investment Strategist Scott Clemons looks at the global economy as regionalization, rather than globalization, increasingly becomes the norm.

In this issue of InvestorView, we discuss the implications of regionalization on the global economy and take stock of the economy, markets, and investments as we enter the new year. We also highlight five trends in fixed income we’ll be watching in 2026 and review how investors and founders can take advantage of the qualified small business stock benefits.

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 tax dollars can be saved – and with proper planning, potentially even more.