In the latest FX Quarterly, our strategists highlight the key risks driving global economies, including the ongoing COVID-19 crisis and the transition to a new administration in the U.S. We also provide our outlook on developed and emerging ...

In a year defined by uncertainty, ETF growth continued unabated. In this Exchange Thoughts article, we reflect on the major ETF themes of 2020 and highlight what to expect in 2021.

How can we continue to foster family togetherness in 2021? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.

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

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

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 Taxable 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 Taxable 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 Taxable 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 Taxable Fixed Income Strategy.

Ellen Perry, Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table and provide tips for how to approach these conversations.

Unprecedented, resilient, and exhausting have all been words that have characterised this challenging year. While the long lasting effects of the pandemic on the global economy has yet to be determined, there is a feeling that we are moving into ...

In the second half of 2020, BBH held senior-level discussions with 50+ CEOs, CFOs, COOs, and senior executives. In aggregate, these C-suite interviewees oversee more than 18 trillion assets under management (AUM), in a variety of strategies ...

Outsourcing, efficiency improvements, and new product developments accelerate industry change.

In this issue of Owner to Owner, we host a CEO roundtable, look at leadership through crisis and cover considerations for private business owners with private foundations.

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.

For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.

BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.

Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.

As the end of 2020 nears, we highlight year-end planning opportunities to consider in order to maximize your long-term goals, with your values at the forefront.

Thanks to evolving regulatory policy in Europe and Hong Kong, more asset managers are considering adding unlisted share classes to their ETFs. We lay out the top considerations for launching unlisted share classes on existing ETFs.

In anticipation of the upcoming U.S. election, BBH Chief Investment Strategist Scott Clemons provides a state-by-state analysis of the effect of polling outcomes on the presidential and key Senate races.

In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.

In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas ...

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.

Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.

BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain ...

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 Q4 2020.

Len Fishman and John Harms of BBH Corporate Advisory & Banking discuss new guidance around change of ownership transactions involving entities with PPP loans.

Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and ...

In this edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.

In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books ...

In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.

We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor and more leisure time.

In “Five Questions,” Jeannie Infante Sager, the director of the Women’s Philanthropy Institute, discusses the importance of women’s giving, how women philanthropists have responded to COVID-19 and shifts she has seen in methods of giving during ...

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 Taxable 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 Credit Value Strategy.

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

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.