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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.
Andy Brown – CEO and portfolio manager at Cedar Rock, one of our third-party investment managers – covers the principles on incentive pay that underpin the firm’s investment philosophy.
While investors look to the sustainability of their investment portfolios, asset managers must also look to the sustainability of their own business model and product offerings and ask themselves whether they are building walls or building ...
Does private equity belong in defined contribution plans? Thanks to recent guidance from the SEC and DOL, 401(k) investors, for the first time, may be able to allocate capital to private equity. BBH recently discussed the opportunity for GPs and ...
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 ...
Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin reflect on market volatility over the first half of 2020 and assess the current state.
Throughout the first half 2020, equity markets experienced notable volatility. Chief Investment Strategist Scott Clemons reflects on this activity and comments on expectations for the second half of the year.
Chief Investment Strategist Scott Clemons explores the path to economic recovery following the U.S. labor market’s sharp rebound in May.
Chief Investment Strategist Scott Clemons comments on the state of crisis in the U.S. and discusses present and future implications on markets.
Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.
