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 ...

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.

Anne Mette de Place Filippini, senior vice president, deputy chief investment officer and portfolio manager at Burgundy Asset Management, discusses findings from a recent six-month research trip to China, which was designed to achieve a richer ...

Brad Dillon, the BBH Trust Company’s director of fiduciary tax and trusts, discusses the important decision of who to hire to act as executor of your estate to minimize family conflict and ensure the most efficient management of your assets ...

In this issue of Women & Wealth Magazine, we focus on women who are pushing for change in some unexpected places: NASCAR and fly fishing! We also spent time with women and men who are making great strides in leveling the playing field in ...

In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession ...

We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the ...

On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women ...

We look at what it takes to get on a board, based on insights shared at a panel during the Harvard T.H. Chan School of Public Health’s “Women on Boards: Getting on and Adding Value” program.

In “Five Questions,” Lorrie Gordon, BBH Partner and head of technology, discusses the need for business leaders to be more fluent with technology, why the BBH Women’s Network is important to her and how BBH has changed during her tenure spanning ...

We outline success factors for COOs considering AI and machine learning implementation.

Our readers may recall that we viewed Q2 as a waiting game for markets searching for drivers. For a variety of reasons, that waiting has likely been extended into Q3 or even Q4.

Our faithful readers will know that we have been relentlessly negative on emerging markets (EM) for most of this year. We are turning a little more constructive now but more needs to be seen. The global liquidity story has turned more positive for EM.

Asset managers dealing in FX forwards should be aware of Covered Interest Rate Parity frictions to ensure that their execution styles align with their clients’ interests. In this piece, by BBH's Hendrik Klaus, we present a framework for examining ...

Forecasts for major and emerging market currencies through Q2 2020.

We speak with John Rathmell, president of Lockton Marine & Energy, about recent changes and trends in the energy insurance space.

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.

BBH’s Ainun Ayub speaks with futurologist Christiane Vejlø about how businesses are adapting quickly to change their relationship with technology and the key roles that diversity and inclusion play in future success across all industries.

In the second quarter 2019 issue of Owner to Owner, we speak with Kerry Sulkowicz, M.D., about leadership in a private business, share insights gleaned from a Columbia Business School professor’s experience teaching next-generation family business ...

Tom Martin, Michael Mazur 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 Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the ...

We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than ...

Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.

Several CSDR provisions go into effect this year and will have implications for managers who invest in European securities. Yet many are still struggling to understand the implications of the regulation. Here is a look at what operations teams ...

In this edition of In Focus, we aim to clarify the requirements of the program for US-based funds and investors hoping to take advantage of the associated tax benefits.

Patrick Scott provides an update on recent changes to duties on steel and aluminum article imports.

In this issue of the Commodity Markets Update, we explore the green coffee supply chain, Northern White frac sand and the imminent disappearance of LIBOR – all of which are undergoing paradigm shifts.

Benjamin Durfee sits down with Konrad Brits, founder and CEO of Falcon Coffees, to explore the seemingly inexorable trends of sustainability, traceability and transparency in the green coffee supply chain.

John Harms and Nick Martone look at the changing contours of frac sand production and distribution.

Raja Khuri discusses how the imminent disappearance of LIBOR will affect credit markets in future years.

In this edition of InvestorView, we examine investing outside the U.S., provide an update on market conditions and our portfolio, discuss our process for building client portfolios and look at Roth IRAs as a retirement savings option for working ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for ...

Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA

In this edition of In Focus, we highlight the latest developments in European Union (EU) protective reclaims, answer key questions, and provide insight to investors who are considering filing.

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, we look at key alternative asset classes and how large investors are ...

Since 2014, Precidian Investments has sought Securities and Exchange Commission (SEC) approval for a new kind of active exchange-traded fund (ETF) that does not disclose its daily holdings. No longer.

The size of a corporate issuer, measured by its amount of debt outstanding, affects the spread and performance of its bonds. In this Strategy Insight, we show that small issuers trade at wider spreads than their large counterparts, and that ...

Adrienne Penta, executive director of the Center for Women & Wealth, was featured as one of “29 Groundbreaking Women” in the recent issue of Worth® Magazine.

Assisted by a lighter regulatory burden, which make them more cost effective than many similarly structured investment vehicles, the use of collective investment trusts (CITs) in US retirement plans has been accelerating at a steady clip. For plan ...