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 how it might be resolved. For a preview of the article, watch this video.
Also in this issue, 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 understanding of China, its investment opportunities and its risks. Finally, 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 according to your estate plan. As always, we review the markets and provide an update on our current portfolio positioning and priorities.
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