Owning generic, market-like portfolios has never been interesting and today it could be dangerous. Fundamental risks are rising as are risks associated with historically expensive valuations. Given relatively low return expectations for the ...

What you need to know about tax changes this year.

2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path

In this edition of Owner to Owner, we interview husband and wife duo, Tyler and Rebecca Morse of MCR Hotels, as well as cover building family business governance structures in earlier stage companies 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 Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your ...

Travis Dunn and Nick Maglio discuss creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.

Securities lending demand faced several headwinds in 2019. In 2020, we remain cautious, particularly as we enter an election year in the US. Here we take a look back at 2019 drivers and explore the year ahead.

Nickel has defied downward pressure felt throughout global base metals markets: we explore the cause and implications.

Your resource for the latest thinking on key regulatory developments in the coming year.

A sweeping new set of rules aimed at improving communication between European companies and their shareholders takes effect in 2020. When it does, asset managers can expect a heavy administrative lift.

With the impending retirement of LIBOR, one thing is certain: current users must get comfortable with alternative benchmarks.

Greater access to China could be a once in a lifetime opportunity for asset managers – there is no other place in the world where trillions of dollars of new capital are up for grabs.

Beginning in 2020, cross-border settlement failures will come with a new set of potentially costly penalties thanks to the new settlement discipline rules.

Gareth Murphy, Chief Risk Officer, and Christine Brentani, Regulatory Developments and Relationship Manager at Standard Life Aberdeen, highlight the key issues and trends shaping the global regulatory landscape in 2020.

Regulators in the US, Europe, and Asia are paving the way for new types of ETFs, which could keep the ETF boom alive for years to come.

Global asset managers have become accustomed to navigating the perilous shoals of cross-border regulation, but new regulatory developments in the EU in 2020 may make some unexpected waves.

The UK has introduced some of the strictest standards of conduct for senior asset management staff, setting a new bar across the globe.

As regulators and the financial services industry continue to combat money laundering and terrorist financing, AMLD 4, 5, and 6 are all in play in 2020.

In this issue of Women & Wealth Magazine we share insights from some incredible women who are redefining what success looks like.

Chef Tiffani Faison shares her journey from table busser to the first season of Top Chef to owner of four wildly-popular Boston-based restaurants.

Sharon Bially, the founder and president of BookSavvy PR, shares actionable steps for anyone looking to get started on their own book.

We spoke with Renee Cherkezian, co-founder of Epicured – a meal delivery company that specializes in “food as medicine.”

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

Sheena Wright, the first female CEO of United Way of New York City, shares how she leads her teams to enact measurable impact across the city.

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.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2020.

With the two biggest tail risks – the trade war and Brexit – seemingly addressed, markets are embracing the improved global outlook.

Emerging markets (EM) should enjoy a period of relative calm from external factors until the electoral cycle picks up in the US.

Forecasts for major and emerging market currencies through Q4 2020.

We discuss the mechanics and implications of FASB’s update to the accounting standards under codification ASC 842 that affects the way all leases are reported on the financial statements.

A recent decision by one of the world's largest pension funds to pause their securities lending program has provoked questions about whether the two disciplines can co-exist in an ESG context. How can firms strike the right balance?

Following the US Securities 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 ...

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.

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.