In this issue of InvestorView, we discuss the implications of regionalization on the global economy and take stock of the economy, markets, and investments as we enter the new year. We also highlight five trends in fixed income we’ll be watching in 2026 and review how investors and founders can take advantage of the qualified small business stock benefits.

How are investors preparing for the fixed income landscape in 2026? Partner and Portfolio Manager Neil Hohmann, Ph.D., dives into five trends shaping tomorrow’s markets.

BBH Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.

In this issue of InvestorView, we provide a deep dive on debt and deficits, explore the possibilities of independent return strategies, and take a look at our approach to managing fixed income in uncertain environments. We also outline ideas for how trust beneficiaries can learn more about their roles and responsibilities.

Fixed Income Product Specialist Tom Brennan explores how we approach managing fixed income portfolios in all environments – even uncertain ones.

Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explain how incorporating independent return strategies can provide a valuable source of returns amid market uncertainty.

Partner and Chief Investment Strategist Scott Clemons delves into the twin challenges of rising U.S. debt and deficits, exploring five possible solutions and the implications of this debt for investors.

Chief Investment Officer Justin Reed and Deputy CIO Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.

Principal Kerri Mast and Managing Director and Head of Philanthropic Advisory Drew Rabe discuss a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor-advised fund.

Investing in private markets is an important component of many client portfolios. We provide advice on how to construct a prudently sized private markets portfolio with adequate diversification.