Two themes shaping Q1 markets
- In 2026, investors face rising global public debt, shifting currency dynamics, and some strong fundamentals supporting precious metals, all of which shape portfolio positioning across major economies.
- Vietnam is reinventing itself from a war-torn nation to thriving economy and aiming for high – income status by 2045. With its 6%+ GDP growth, productivity enhancing reforms, upgraded Vietnamese infrastructure, and continued reliance on exports and foreign investment, there are both challenges and progress to be made ahead.
Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners.© Brown Brothers Harriman & Co. 2025. All rights reserved. IS-11256-2026-01-22
