Following years of industry advocacy and consultation, the Irish Government recently approved the text and publication of the Investment Limited Partnerships (Amendment) Bill 2020 (the Irish ILP Bill). The legislation could make Ireland a more ...

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 ...

The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus Q&A, we explore the key elements of DAC6.

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 ...

As the November U.S. presidential election draws closer, Senior Wealth Planner Ross Bruch covers the Democratic party’s tax plan and discusses planning opportunities to consider before year-end.

The hallmark of a well-functioning anti-money laundering program (AML) is a clear delineation of roles and responsibilities. We explore how fund boards and asset managers can mitigate risk in an increasingly complex operating environment.

In this issue of InvestorView, we discuss life after COVID-19, 2020 market volatility and investment strategies, hosting virtual meetings and how to create a charity.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons reflects on lessons we are learning during the COVID-19 crisis, what aspects will have a lasting effect on our homes, offices and schools and what ...

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 ...

Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.

In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q3 2020.

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.

In this ESG Infographic, we delve into the growing trend of deeper integration of sustainability and environmental, social, and governance (ESG) principles into asset management, especially its prominence in Europe.

Securities lending demand faced unprecedented challenges in the first half of 2020. Despite the market turbulence, we remain cautiously optimistic, even as the election cycle ramps up in the U.S. Here we look back at the first half of 2020 and ...

In the third quarter 2020 issue of Owner to Owner, we explore communication, management and governance during a crisis and personal risk tolerance as the world continues to change as a result of COVID-19.

In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through ...

BBH Senior Advisor Ellen Perry discusses decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.

Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.

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.

Due to COVID-19, many have found themselves settled in places other than their typical residences. Senior Wealth Planner Karin Prangley explores the tax implications.

John Secor and Ajit George of our Corporate Advisory & Banking group share how businesses can take advantage of the opportunities created by COVID-19’s disruptions and continue to innovate.

In this article, first published in Private Debt Investor magazine, Ainun Ayub, Head of Alternatives Product for Europe and Asia, discusses how the COVID-19 pandemic is leading many LPs to reassess the strategies they need from their private debt ...

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.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income Strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide an analysis of the investment environment and most recent quarter-end results of the Intermediate Duration strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide an analysis of the investment environment and most recent quarter-end results of the Limited Duration Strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide an analysis of the investment environment and most recent quarter-end results of the Credit Value Strategy.

Portfolio Managers, Neil Hohmann, Andrew Hofer and Chris Ling provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.

The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus piece, we take a deep dive on the key elements of DAC6 and offer a perspective on what you ...

The implementation of the Central Securities Depositories Regulation (CSDR) settlement discipline regime is scheduled for February 2021. Here, we provide responses to questions that our clients and industry participants are asking.

Thought leaders from Paul Hastings, Houlihan Lokey, and EY recently joined BBH for an interactive discussion on distressed debt. Here, we provide highlights from the event.

Phillip Ross, Kyle Gordon and Eli Perlmutter of BBH Corporate Advisory & Banking explore the Main Street Lending Program and break down the notable components for business owners to consider following recent updates.

Chief Investment Strategist Scott Clemons explores the path to economic recovery following the U.S. labor market’s sharp rebound in May.

Len Fishman, Phil Ross and Eli Perlmutter of BBH Corporate Advisory & Banking break down key changes to PPP loans under the newly signed Paycheck Protection Program Flexibility Act.

If the past few months of turbulence has taught us anything, it’s that oversight accuracy becomes more important during times of market volatility.

BBH Partner Kathryn George and BBH Senior Advisor Ellen Perry share a few steps you can take to manage through these trying times and support peers, family and friends.

Chief Investment Strategist Scott Clemons comments on the state of crisis in the U.S. and discusses present and future implications on markets.

Trina Henke, chairman of Milbank Manufacturing, shares how her company has rapidly increased production of PPE in an effort to help in the fight against COVID-19.

Inflation protection is perhaps the last thought in investors’ minds. But as the economy reopens, supply chains become more regional and resilient, and economic policies remain supportive of aggregate demand, inflation is likely to recover over ...

Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.

Jon Rennert, CEO of ZOLL Medical, recently spoke with us about his company’s efforts in the fight against COVID-19, including its ramped-up production of ventilators.

In this issue of Women & Wealth Magazine, we highlight 20 incredible women, new trends in the philanthropic space and communicating with children about digital currency.

We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.

In this issue’s “By the Numbers” infographic, we examine the progress that women have made in the past decade across numerous domains.

Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.

Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.

CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.