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 ...

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our third quarter issue of InvestorView, which examines trade. He looks at the role trade plays in the U.S. economy, current disputes with other countries, the ...

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

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView, which examines the rationale for investing outside the U.S.

In this edition of InvestorView, we discuss what we are watching in the markets and economy as we enter 2019, provide an update on market conditions and our portfolio, look at investing for endowments and foundations and examine creditor ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at what to watch in the markets and economy in 2019.

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.

We discuss factors that come into play when investing for endowments and foundations.

Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView, which looks at what the markets and economy have in store for 2019.

In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.

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.

We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees ...

Brad Dillon, director of fiduciary tax and trusts, discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which looks at the way in which we have helped our Private Banking clients navigate through the uncertainties ...

In this edition of InvestorView, we look at the intersection of families, wealth and communication, provide an update on current market conditions and our portfolio, break down quality investing and discuss using philanthropy to pass down family ...

In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing ...

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.

We take a deep dive into what we mean when we talk about “quality” investing.

Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.

Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.

Adrienne Penta, the executive director of the Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, provide a preview of the feature article in our third quarter issue of InvestorView, which focuses on families, wealth and ...

In this edition of InvestorView, we discuss cryptocurrencies, provide an update on current market conditions and our portfolio, examine time- and capital-weighted returns and cover estate planning for a loved one who may have an unclear future.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the opportunities and risks that cryptocurrencies pose by exploring bitcoin and the blockchain technology on which cryptocurrencies rely.

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.

We examine the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.

Wealth Planner Michelle Hong discusses legal and financial steps for parents to consider when planning for a loved one who may require varying levels of care and support over the long run.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView, which focuses on cryptocurrencies. He looks at cryptocurrencies through three different angles: their history and ...

Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.

In this edition of InvestorView, we discuss the implications of the new tax code, provide an update on current market conditions and our portfolio, speak with our new chief investment officer and cover how tax reform will change estate planning.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses the implications of tax reform for the economy and financial markets.

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.

We speak with our new chief investment officer, Suzanne Brenner, about her professional background and investment approach, what she is focusing on at BBH and how she approaches investing in today’s market environment.

Wealth Planner Brad Dillon discusses how the new tax bill will change wealth and estate planning, highlighting changes and actions to consider based on the near doubling of the basic exclusion amount.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView, which focuses on the implications of the new tax code and what it means for corporations, individuals, the economy and ...

In this edition of InvestorView, we examine investment risk, provide an update on current market conditions and our portfolio, look at the value vs. growth investing framework and explore tax-efficient estate planning options.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.

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

Senior Investment Analyst Tom Martin discusses the pitfalls of the value vs. growth investing framework and looks at our preferred model: quality and discount to intrinsic value.

For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which focuses on investment risk. He touches on how we define, measure and manage the risks investors face.