In this edition of InvestorView, we discuss the implications of negative interest rates, provide an update on market conditions and our portfolio, share the steps we take when rebalancing clients’ portfolios and explore real estate titling options.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the implications of negative interest rates.

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Thomas Martin cover steps we take when rebalancing our clients’ portfolios.

Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?

In this edition of In Focus, we turn to France and Indonesia to discuss the treaty eligibility challenges 81-100 Group Trusts encounter when investing in these markets.

Today’s politics are extremely partisan. We have long emphasized revenue bonds over general obligation bonds, in part because of their general insulation from the political process. Our exposure to State Housing Finance Authorities (HFAs) is the ...

In this special philanthropy publication, we explore giving with intention and impact.

Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.

We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.

Senior Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals.

We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.

We sit down with philanthropist Lea Culver, co-founder of fast-casual restaurant chain Culver’s, to discuss the work that is being done through the Culver’s Foundation, her personal approach to philanthropy and how she has engaged the next ...

Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants

Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.

Senior Wealth Planner Karin Prangley provides an overview of donor-advised funds, including some of the biggest dos and don’ts.

Private assets automation is still in its earliest stages, but change is on the way. BBH’s Chris McChesney spoke with Buyouts Magazine to explain the digitization journey of private market participants.

Following the US Security and Exchange Commission’s (SEC) approval of Precidian’s ActiveShares model in May, four proxy-based, semi-transparent ETF structures were given notice of approval by the SEC. The new ETF structures could herald a new era ...

“A politician needs the ability to foretell what is going to happen tomorrow, next week, next month, and next year. And to have the ability afterwards to explain why it didn't happen.” – Winston Churchill

With less than a year to go before the September 2020 deadline for Shareholder Rights Directive II (SRD II) implementation, industry participants such as intermediaries, asset managers, brokers, and financial institutions are asking “How do I ...

In this issue of Women & Wealth Magazine, we focus on women who are breaking the mold and making history. We had the pleasure of speaking with women who are pioneers and leaders in their fields – these are women who have been “firsts” and are ...

In our feature article, the legendary Lauren Hutton shares travails from her multifaceted career as a model, an actress and an activist.

We sat down with Liz O’Donnell, founder of Working Daughter, to discuss why eldercare and the 44 million caregivers in the United States deserve a spotlight.

BBH Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set ...

As an entrepreneur and investor, Jules Pieri, co-founder and CEO of The Grommet, shares her insights into the world of entrepreneurship, being a founder and CEO and growing a business.

In “Five Questions,” Maura Cunningham, founder and CEO of Rock The Street, Wall Street (RTSWS), discusses the importance of increasing girls’ confidence in the M in STEM, engaging the next generation to pursue a career in finance and her journey ...

As data use cases increase, the need to service data in an efficient, scalable, and flexible way will only escalate.

The third-country passport provision in AIFMD showed promise for non-EU AIFMs looking to distribute and market their funds within the EU. But the European Commission’s plans to nix the provision has some managers looking for other options.

For much of this year, investors were in a waiting game searching for drivers. That waiting game is over: Sentiment has universally shifted toward caution, with the expectation of a bumpy ride ahead.

The global backdrop for emerging markets remains challenging.

Forecasts for major and emerging market currencies through Q3 2020.

For the world's largest institutional asset owners, even relatively small shifts in their asset allocation models have an outsized impact on the investment industry. Here’s a look at who makes up those asset owners.

Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent quarter.

Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent quarter.

Portfolio Manager, James Evans, provides an analysis of the investment environment and most recent quarter-end results of the U.S. TIPS strategy.

Head of Tax-Exempt Fixed Income, Gregory Steier provides an analysis of the investment environment and most recent quarter-end results of the Intermediate Municipal strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Portfolio Manager, Neil Hohmann, provides an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.

Roughly a decade in the making, the US Securities and Exchange Commission’s (SEC) ETF Rule will make bringing an ETF to market faster and less expensive.

When the UN’s PRI requirements take effect six months from now, the world will be watching to see how sustainable these new rules are.

In the third quarter 2019 issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate, discuss dividend policies for family businesses, look at navigating life after liquidity and review the business environment.

Tom Martin, Grant Smith and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.

In the feature article of this issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate to discuss playing the long game when it comes to best serving clients, navigating the complexities of a family business ...

John Secor, Ajit George, Kyle Gordon and Carson Christus of our Corporate Advisory Group outline five options for family business owners that are committed to formalizing a dividend policy.

BBH Senior Advisor Ellen Perry and Wealth Planner Michelle Hong discuss the complexities surrounding a liquidity event and cover ways to make the transition more successful.

In this edition of InvestorView, we discuss the state of U.S. global trade, provide an update on market conditions and our portfolio, share insights from a recent investment research trip to China and cover the important decision of naming an ...

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and ...