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  • Downward trending line on red LED screen
    January 21, 2022
    • Investor Services
    We have yet to pinpoint a single factor behind the risk-off vibe; the march higher in U.S. yields has been interrupted by growing risk-off impulses; regional Fed manufacturing surveys for January continue rolling out; weekly jobless claims were disappointing; Canada reports November retail sales; Chile President-elect Gabriel Boric will unveil his cabinet; U.K. reported weak November retail sales; BOE tightening expectations remain elevated; Brexit is likely to heat up again
  • Dynamic blue particle wave. Abstract sound visualization. Flow digital structure. Mesh landscape or grid data technology
    January 20, 2022
    • Investor Services
    How is an automation crusade in depositary services arming leaders with the tools to reduce complexity and manually intensive processes in alternatives investing? We explore new technologies that are underpinning this efficiency revolution and their potential to transform the industry.
  • Rolled up bank-notes from various countries
    January 20, 2022
    • Investor Services
    With no Fed speakers nor major U.S. data, markets have shifted to consolidation mode after this past week’s big moves; we continue to focus on the expected terminal Fed Funds rate; regional Fed manufacturing surveys for January will continue rolling out; weekly jobless claims will be of interest; Brazil presidential candidate Lula said he would like former Sao Paulo Governor Alckmin as his running mate; ECB President Lagarde continues to push back against market tightening expectations
  • US Dollar on financial screen
    January 19, 2022
    • Investor Services
    U.S. rates market continues to adjust to the hawkish Fed; Fed tightening expectations continue to rise; the weak January Empire Survey is worth discussing; Canada reports December CPI; U.K. reported higher than expected December CPI data; BOE tightening expectations continue to rise; South Africa reported higher than expected December CPI data; TRY remains under pressure despite news of another swap deal
  • Upward trending arrows, bar graphs, and line graphs
    January 18, 2022
    • Investor Services
    As the U.S. returns from holiday, markets are grappling with sharply higher yields and a stronger dollar; Fed tightening expectations continue to rise; regional Fed manufacturing surveys for January will start rolling out; U.K. reported firm labor market data; BOE tightening expectations remain elevated; two-day BOJ meeting ended with a dovish hold
  • car driving down country road blur
    January 16, 2022
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    January 16, 2022
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Close-up of folded dollar-bills
    January 14, 2022
    • Investor Services
    December retail sales data will be the data highlight; as things stand, the U.S. economy remains firm; monthly U.K. data dump came in firmer than expected; market sees full speed ahead for the BOE; reports suggest there is a growing sense of urgency on both sides regarding Brexit talks; RUB remains under pressure after talks with NATO hit a dead end
  • Big data abstract visualization: waves on surface of the sea of information
    January 13, 2022
    • Investor Services
    In this series, we explore how automation can enable firms to scale by giving technology toolsets to subject matter experts to develop use cases for the low volume, non-standardized servicing activities.
  • Yellow downward trending recession arrow on black financial graphs in background
    January 13, 2022
    • Investor Services
    The Fed continues to flag potential March liftoff; Fed Beige Book report is worth discussing; Senate Banking Committee holds its hearing today on Lael Brainard’s nomination for Vice Chair; U.S. PPI data will be in focus today; the U.K. inflation outlook continues to worsen
  • Overview of Machu Picchu, agriculture terraces and Wayna Picchu peak in the background
    January 12, 2022
    2 min read
    • Investor Services
    BBH hosted a webinar of cross-border fund experts to discuss the potential of the Latin American market and provide guidance on the best ways to market and distribute to local investors.
  • Financial stock market trading graphs on screen in blue and red
    January 12, 2022
    • Investor Services
    The Fed is sending a clear hawkish signal to the markets; Powell, Mester and George made similarly hawkish comments; Fed Beige Book report will be closely watched; U.S. CPI data will be the main focus; eurozone reported firm November IP; U.K. Prime Minister Johnson continues to shed support; for now, sterling is shrugging off the political uncertainty
  • Orange Financial Graph on Black Background
    January 11, 2022
    • Investor Services
    More Fed hawks are lining up; U.S. yields are mixed today; Senate Banking Committee holds its hearing today on Fed Chair Powell’s nomination for a second term; Vice Chair Clarida will step down two weeks early effective January 14; ECB has a new hawk, same as the old hawk
  • Benjamin Franklin's eye close-up from one hundred dollar bill
    January 10, 2022
    • Investor Services
    The Fed continues to tilt more hawkish; U.S. rates market continues to adjust to the new Fed messaging; the week starts off quietly ahead of key inflation and retail sales data later this week; Brexit tensions are back
  • car driving down country road blur
    January 09, 2022
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    January 09, 2022
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • U.S. Dollars and hourglass
    January 07, 2022
    • Investor Services
    Jobs data is the main event; it’s clear that the jobs data have taken on less importance to the Fed; U.S. rates market continues to adjust to the new Fed messaging; Canada reports December jobs data too; Argentina started the tightening cycle with a 200 bp hike to 40%; Peru delivered the expected 50 bp hike to 3.0%
  • Kansas City Previous Federal Reserve Building
    January 06, 2022
    • Investor Services
    Everything the market thought it knew about Fed policy this year was upended by the FOMC minutes; markets reacted as one would expect; ahead of the jobs data, we will get the last major clue; Peru is expected to hike rates 50 bp to 3.0%; Germany reported firm November factory orders
  • Blue and green financial line graph on black LED screen
    January 05, 2022
    • Investor Services
    Yields at the long end of the U.S. continue to rise; the highlight will be ADP private sector jobs data; FOMC minutes will be important; eurozone reported final services and composite PMI readings; December eurozone inflation readings continue to roll out
  • Upward trending arrows, bar graphs, and line graphs
    January 04, 2022
    • Investor Services
    Higher rates continue to underpin the dollar; December ISM manufacturing will be the data highlight; potential candidates for the Fed Board of Governors are starting to emerge; Ontario is locking down as virus numbers spike from omicron; BOC tightening expectations need to adjust lower as a result
  • Close-up of eagle on a wrinkled one dollar bill.
    January 03, 2022
    • Investor Services
    Looking back to 2021, the dollar had a stellar year; we believe the strong dollar trend remains intact for 2022; with a busy U.S. data week ahead, there are only minor data today; eurozone final December manufacturing PMI readings were reported; U.K. markets are closed but Prime Minister Johnson will return tomorrow to some bad news
  • car driving down country road blur
    January 02, 2022
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    January 02, 2022
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Upward View of George Washington Bridge Tower on Sunny Day
    December 31, 2021
    • Investment Management
    Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
  • Upward View of Washington Square Monument on Cloudy Day
    December 31, 2021
    • Investment Management
    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.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers
    • Investment Management
    Portfolio Managers, Nicholas Haffenreffer and Michael Keller, provide the most recent quarter-end results of the US Large Cap Equity Strategy.
  • Upward View of George Washington Bridge Tower on Sunny Day
    December 31, 2021
    • Investment Management
    Portfolio Manager, Gregory Steier provides the most recent quarter-end results of the Municipal Fixed Income Strategy.
  • Blue line and bar graphs in front of a globe
    December 24, 2021
    • Investor Services
    There are no central bank meetings, Fed speakers, or major data releases scheduled for the rest of the year; markets will be thin next week and we certainly can’t rule out some wild year-end swings; November core PCE came in higher than expected; weekly jobless claims are worth a mention; Brexit will come roaring back into the headlines in early January; TRY trading remains volatile
  • Rolled up bank-notes from various countries
    December 23, 2021
    • Investor Services
    November core PCE is the key data point this week; weekly jobless claims will be of interest; Canada reports October GDP; BOC tightening expectations remain elevated; Mexico reported lower than expected mid-December CPI
  • Financial stock market trading graphs on screen in blue and red
    December 22, 2021
    • Investor Services
    U.S. rates are starting to normalize; market tightening expectations for the Fed still have room to adjust; 2-year yield differentials are moving back in the dollar’s favor; we get another revision to Q3 GDP; U.K. reported Q3 current account and final GDP data; 2022 brings greater headwinds to the U.K. economy; all is not well in Turkey; Czech National Bank is expected to hike rates 75 bp to 3.50%
  • US Dollar on financial screen
    December 21, 2021
    • Investor Services
    Senator Manchin outlined possible changes to the Build Back Better package that might win his support; Democrats need to decide on the next steps; there are no Fed speakers scheduled for the rest of the year; Canada report October retail sales; BOC tightening expectations remain heightened; Germany reported weak January GfK consumer confidence; U.K. CBI reported a weak distributive trades survey for December
  • Consultant Newsletter logo on blue background
    December 20, 2021
    3 min read
    • Investor Services
    In this issue of Consultant Exchange, we take a look at some of the key themes we are seeing in the market.
  • Downward trending line on red LED screen
    December 20, 2021
    • Investor Services
    Markets are starting of the week in risk-off mode; the removal of accommodation by many of the major central banks will hit EM hard; there are no Fed speakers scheduled for this week; the market still does not believe the Fed in terms of the magnitude of the tightening cycle; Chilean assets are likely to come under pressure as leftist Boris won the presidential election
  • car driving down country road blur
    December 19, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    December 19, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Close-up of folded dollar-bills
    December 17, 2021
    • Investor Services
    Markets are still digesting the Fed’s hawkish turn; U.S. data remain firm; President Biden’s Build Back Better package remains elusive; Colombia is expected to hike rates 50 bp to 3.0%; Mexico delivered a hawkish surprise yesterday; ECB delivered a hawkish hold;
  • Public binocular telescope binoscope, on top of observation deck looking at cityscape view
    December 16, 2021
    • Investor Services
    Industry practitioners recently met virtually and in-person at alternative investment conferences in London, Luxembourg and New York to exchange views on private markets. BBH alternative fund services specialists attended these events. Hit the play button to hear more and read the full report to find out what will drive growth.
  • Bank of England with UK flag, The historical building in London, UK
    December 16, 2021
    • Investor Services
    Fed delivered a hawkish decision; Chair Powell was suitably hawkish in his press conference; November retail sales data were disappointing; regional Fed manufacturing surveys for December continue rolling out; Mexico is expected to hike rates 25 bp to 5.25%; ECB decision is due out shortly; eurozone reported weak preliminary December PMI readings; BOE started the tightening cycle with a 15 bp hike to 0.25%;
  • Federal Reserve Cloudy Day
    December 15, 2021
    • Investor Services
    The two-day FOMC meeting ends with a decision this afternoon; if there were any doubts about a faster taper, yesterday’s November PPI readings have put those to rest; updated Dot Plots and macro forecasts are likely to support a more hawkish stance; data highlight is November retail sales; another debt ceiling crisis has been averted; Canada reports November CPI; U.K. reported higher than expected November CPI; reports suggest the upcoming ECB forecasts will show inflation remaining below the 2% target in both 2023 and 2024;
  • Puzzle that is missing a piece revealing dollar-bill in missing hole
    December 14, 2021
    • Investor Services
    The two-day FOMC meeting begins today and ends tomorrow with a decision; we continue to take issue with market pricing for a terminal Fed Funds rate of 1.5%; November PPI will be of interest; BOC added jobs to its mandate whilst renewing its 2% inflation target; Brazil central bank minutes will be released; Chile is expected to hike rates 125 bp to 4.0%; U.K. reported firm labor market data
  • Glowing lines and financial graphs floating around a globe like rings
    December 13, 2021
    • Investor Services
    To say this is an eventful week would be an understatement; we continue to take issue with market pricing for a terminal Fed Funds rate of 1.5%; today is a quiet day before the storm of central bank meetings hits; U.K. raised its Covid alert level from 3 to 4 as Prime Minister Johnson warned of a ‘tidal wave’ of omicron cases
  • car driving down country road blur
    December 12, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    December 12, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Close-up of eagle on a wrinkled one dollar bill.
    December 10, 2021
    • Investor Services
    November CPI will be the data highlight; we see upside risks to CPI and could impact Fed policy expectations further; as it is, short-term rates continue to support the greenback; weekly jobless claims are worth discussing; Peru delivered the expected 50 bp hike yesterday but the communication sounded dovish; eurozone data came in on the soft side; the ECB is clearly struggling to come up with a consensus for next week’s policy meeting; U.K. October data dump came in soft
  • Blue financial market graphs with red light at the graph's peak
    December 09, 2021
    • Investor Services
    The currency markets remain in a holding pattern; U.S. Treasury concludes its coupon issuance with a $22 bln sale of 30-year bonds; weekly jobless claims are worth watching; BOC kept policy on hold, as expected; Mexico reports November CPI; Brazil delivered the expected 150 bp hike yesterday; U.K. announced tighter restrictions in the hopes of preventing another spike in the virus numbers
  • Coins stacked with United kingdom flag in background
    December 08, 2021
    • Investor Services
    Higher U.S. rates should continue to support the dollar; Treasury continues its coupon issuance with a $36 bln sale of 10-year notes; Canada is expected to keep policy on hold; Brazil is expected to hike rates 150 bp to 9.25%; headline inflation for Chile came in at 6.7% y/y in November; reports suggest imminent announcement of new Covid restrictions in the U.K.; Johnson and his party will continue to suffer a freefall in support
  • White upward moving trend line with blue background
    December 07, 2021
    • Investor Services
    U.S. rates should continue to support the dollar; Treasury begins its slug of coupon issuance for this week with a $54 bln sale of 3-year notes today; Canada reports October trade and November Ivey PMI
  • Puzzle that is missing a piece revealing dollar-bill in missing hole
    December 06, 2021
    • Investor Services
    Fed tightening expectations remain elevated despite the mixed jobs report; markets for now believe that the Fed has things under control; the German economy continues to soften; South African rand is outperforming as more positive evidence emerges that the omicron variant is less severe than first thought
  • car driving down country road blur
    December 05, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    December 05, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Full cover of the fall  2021 issue of Women and Wealth Magazine
    December 03, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
  • Illustration of kids pulling money off a tree.
    December 03, 2021
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, Adrienne Penta, Executive Director of the Center for Women & Wealth, explores ten important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
  • Glowing blue arrow sloping upwards
    December 03, 2021
    • Investor Services
    More Fed officials are tilting hawkish; Fed tightening expectations remain elevated; data highlight will be November jobs data; weekly jobless claims are worth discussing; Canada also reports November jobs data; Colombia reports November CPI Saturday; eurozone data came in soft; ECB President Lagarde again downplayed a 2022 hike
  • Illustration of woman on a desk chair
    December 03, 2021
    • Private Banking
    In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
  • Portrait of Suzanne Brenner and Justin Reed.
    December 03, 2021
    • Private Banking
    Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
  • Illustration of beach umbrella, towel and flip fops.
    December 03, 2021
    • Private Banking
    Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.
  • Portrait of Dr. Tyrone McKinley Freeman.
    December 03, 2021
    • Private Banking
    Senior Wealth Planner and Director of Philanthropic Advisory, Kerri Mast, recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame CJ Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions, and how we might better foster equity and inclusion in grantmaking.
  • Portrait of Joann Hanson.
    December 03, 2021
    • Private Banking
    In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
  • Railway junction-Railroad tracks in blue background
    December 02, 2021
    • Investor Services
    Now in its second edition, this guide by BBH and K&L Gates assesses regulatory, business, and operational considerations for converting a mutual fund to an ETF and presents a case study of a recent switch.
  • U.S. Dollars and hourglass
    December 02, 2021
    • Investor Services
    The clues are pointing to a strong jobs report tomorrow; Fed released its Beige Book report; Fed tightening expectations remain elevated; Fed officials remain hawkish; Brexit tensions may be easing a bit; eurozone reported surging October PPI; some ECB officials are in favor of delaying a decision on extending QE Turkey has a new Finance Minister
  • Kansas City Previous Federal Reserve Building
    December 01, 2021
    • Investor Services
    Fed Chair Powell dropped a bombshell on the markets; Fed tightening expectations quickly adjusted and this is unequivocally dollar positive; Fed Beige Book report has been rendered moot; ADP private sector jobs estimate and ISM manufacturing PMI will be the data highlights; Banco de Mexico releases its quarterly inflation report; final eurozone November manufacturing PMI readings came in softer; the pace of weekly ECB net asset purchases has been creeping higher
  • Large downward sloping arrow in front of candle-stick and bar graphs in red
    November 30, 2021
    • Investor Services
    Market sentiment has reversed lower after a brief recovery yesterday; price action in the FX market is worth discussing; the omicron variant has weighed a bit on Fed tightening expectations and that’s hurting the dollar; Fed Chair Powell said yesterday that the omicron variant poses risks on both sides of the Fed’s mandate; November Chicago PMI will be the data highlight; Canada reports Q3 GDP data; eurozone November CPI data surprised to the upside; this will get the ECB hawks riled up
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers
    • Investment Management
    Portfolio Managers, Michael Keller and Nicholas Haffenreffer discuss how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Dark earth glowing with blue lights
    November 29, 2021
    • Investor Services
    Market sentiment is recovering today after ending last week on a sour note; the omicron variant has done little to impact Fed tightening expectations so far; Fed manufacturing surveys will continue to roll out; some key eurozone November CPI data have started to emerge; ECB so far remains unfazed by omicron
  • car driving down country road blur
    November 28, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    November 28, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Euro-Symbol Statue in Frankfurt
    November 24, 2021
    • Investor Services
    The dollar is slightly weaker on the day, but moves have been modest ahead of the U.S. holiday. The biggest headline came from Germany, with Olaf Scholz is set to become the next German Chancellor. Also, the RBNZ continued its fight against inflation overnight and raised interest rates by 25bps while signaling there is more to come.
  • earth futuristic technology abstract background illustration
    November 23, 2021
    • Investor Services
    A plan to reform the international tax system and charge multinational enterprises a minimum tax rate has taken a significant step forward with its endorsement by OECD and G20 countries. BBH’s Global Tax Services highlights what clients need to know.
  • Colorful stacked oil drums
    November 23, 2021
    • Investor Services
    APAC equities were again mixed with Nikkei +0.1%, Hang Seng -1.1%, and Shanghai Comp +0.2%. Equity markets are broadly lower in Europe and U.S. future down 0.3%. In FX, USDJPY rose to a four-year high of 115.15. EUR received a minor bid from stronger PMI figures and hawkish comments by ECB’s Isabel Schnabel on inflation risks. Oil prices are down again, with Brent at $78.50 per barrel amid a battle over who will dominate the supply narrative. Several countries, including the U.S., India, and China, said they would start tapping their strategic reserves to alleviate the recent price pressures. OPEC+ has counterattacked by stating they could respond by reconsidering increasing production quotas, as originally planned. The backwardation of the crude curve is also being quickly removed as prices for shorter contracts fall faster than longer-dated ones.
  • Dollar sign combined with a rocket
    November 22, 2021
    • Investor Services
    The firming of expectations for the Fed to deliver the first hike of the cycle in mind-2020 remains as the key driver for currency markets. In Europe, Austria’s national lockdown came into effect on the weekend while the debate over compulsory vaccinations raged across the border in Germany.
  • car driving down country road blur
    November 21, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    November 21, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • The flags of the European Union at the European Commission's headquarters.
    November 19, 2021
    • Investor Services
    More and more Fed officials are talking about 2022 liftoff; we believe the dollar’s next leg higher will be driven by market repricing of tightening in the rest of the world; regional Fed manufacturing surveys for November have so far come in firm; Canada reports September retail sales; the virus news stream from Europe continues to deteriorate;
  • Descending graph with large USD symbol above it
    November 18, 2021
    • Investor Services
    Despite heightened tightening expectations across DM, the Fed outlook has remained remarkably stable; weekly jobless claims will be of interest; regional Fed manufacturing surveys for November will continue rolling out; markets are finally heeding the ECB’s dovish message
  • Location marking with a pin on a map with routes
    November 18, 2021
    • Investor Services
    As the U.K. embarks on its post-Brexit regulatory journey, ESG is an area of policymaking where the rules are being framed to be similar but not the same as those of the E.U. These areas of divergence will occupy many asset managers’ minds as they look to compare and contrast rulesets, writes Adrian Whelan.
  • Close-up of folded dollar-bills
    November 17, 2021
    • Investor Services
    October U.S data remain strong; the U.S. economy is rebounding nicely in Q4; announcement of the next Fed Chair is not as imminent as previously advertised; Canada reports October CPI
  • White upward moving trend line with blue background
    November 16, 2021
    • Investor Services
    October retail sales will be the data highlight; reports suggest President Biden has made his choice for Fed Chair; regional Fed manufacturing surveys for November have started rolling out; BOC Governor Macklem is sounding more hawkish; U.K. reported solid labor market data
  • Dresden old town skyline along the Elbe river with reflection during evening twilight. Germany.
    November 15, 2021
    • Investor Services
    BBH hosted a webinar of cross-border fund experts to discuss the potential of the German market and provide guidance on the best ways to market and distribute to local investors.
  • Kansas City Previous Federal Reserve Building
    November 15, 2021
    • Investor Services
    As per the November 2-3 FOMC meeting, tapering begins this week; regional Fed manufacturing surveys for November will start rolling out; geopolitical tensions remain high in Europe as a result of the Belarus border crisis
  • car driving down country road blur
    November 14, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    November 14, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Green upward trending line in front of global map and various financial graphs
    November 12, 2021
    • Investor Services
    U.S. yields are moving higher as the bond market reopens after holiday; President Biden is reportedly debating release of oil from the Strategic Petroleum Reserve; data today are limited; Mexico delivered a 25 bp hike to 5.0%, as most expected; Peru hiked rates by 50 bp to 2.0%, as expected; geopolitical tensions are back on the radar
  • Puzzle that is missing a piece revealing dollar-bill in missing hole
    November 11, 2021
    • Investor Services
    U.S. October CPI data yesterday was a wake-up call for global markets; Fed lift-off expectations have reset higher and that's giving the dollar a big boost; Treasury sold $25 bln of 30-year bonds yesterday, completing the $120 bln quarterly refunding; ECB’s Holzmann said QE could end next fall; U.K. reported disappointing data
  • Various types of purple and blue financial graphs in front of global map
    November 10, 2021
    • Investor Services
    Fed officials continue to tilt hawkish; U.S, rates are reversing yesterday’s Brainard-related fall; U.S. inflation data will remain in the spotlight; Treasury will sell $25 bln of 30-year bonds; Brazil reports October IPCA inflation; Mexico October CPI came in above expectations; German officials are getting increasingly concerned about inflation
  • Orange Financial Graph on Black Background
    November 09, 2021
    • Investor Services
    Fed officials are reinforcing last week’s decision to taper; U.S. inflation data will take center stage; U.S. 30-year TIPS yield is at an all-time low; Treasury will sell $39 bln of 10-year notes; Mexico reports October CPI; Germany reported weak September trade data and November ZEW survey;
  • Set of Cables micro-USB to USB on light blue background
    November 08, 2021
    • Investor Services
    The new messaging standard could unlock richer data sets across cash and payments transactions. BBH’s Shruti Aggarwal and John Wallis set out what firms should consider in their migration plan.
  • Arrows, lines, and dots moving upwards in blue
    November 08, 2021
    • Investor Services
    The U.S. Treasury will sell $56 bln of 3-year notes today; U.S. rates have fallen since the FOMC decision; Chile reported higher than expected October CPI; the ECB debate about inflation continues to rage; markets are still digesting last week’s shock decision from the Bank of England
  • car driving down country road blur
    November 07, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    November 07, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Close-up of eagle on a wrinkled one dollar bill.
    November 05, 2021
    • Investor Services
    Rates remain under downward pressure around the world as a result of the Bank of England’s dovish surprise; October jobs data will be the highlight; Canada also reports October jobs data; Peru stepped away from the brink of another political drama yesterday as the cabinet won a confidence vote; eurozone reported weak data; BOE decision is worth discussing;
  • Bank of England with UK flag, The historical building in London, UK
    November 04, 2021
    • Investor Services
    The FOMC announced tapering will begin this month, as widely expected; despite the pushback, the market is still pricing in 50% odds for liftoff in Q2; Treasury announced its first reduction in its quarterly refunding in more than five years; U.S. data continue to surprise to the upside; minutes from the last Brazilian Central Bank (BCB) meeting read on the hawkish side; BOE is expected to keep rates steady at 0.10%
  • abstract paper hexagon 3d-render background.
    November 03, 2021
    • Investor Services
    Brown Brothers Harriman and PolySign, Inc. explore the potential of tokenization to transform financial services. We take a deep dive into how the ability of technology to deliver on its promise of automation, liquidity and transparency will require interoperability between traditional service providers and digital players to bring benefits to investors.
  • Federal Reserve Cloudy Day
    November 03, 2021
    • Investor Services
    The FOMC is expected to announced tapering when its two-day meeting ends this afternoon; ADP private sector jobs will be the data highlight; ISM services PMI for October will also be reported; ECB President Lagarde is pushing back harder against market tightening expectations
  • American flags over gray wall
    November 02, 2021
    • Investor Services
    The two-day FOMC meeting begins today and is expected to end tomorrow with a tapering announcement; the market has taken that process a step further and is pricing in around 50% odds for liftoff in Q2; U.S. data remain strong; fiscal stimulus hit another roadblock; eurozone reported softer final October manufacturing PMI readings
  • U.S. Dollars and hourglass
    November 01, 2021
    • Investor Services
    As expected, a fiscal deal was announced by President Biden yesterday; September core PCE is the data highlight; October Chicago PMI will also be reported; we got our first look at Q3 GDP yesterday and it wasn’t pretty; weekly jobless claims are worth mentioning; Colombia is expected to hike rates 25 bp to 2.25%; ECB delivered a less dovish than expected hold
  • car driving down country road blur
    October 31, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    October 31, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Glass jar with rolled-up euro bills
    October 29, 2021
    • Investor Services
    As expected, a fiscal deal was announced by President Biden yesterday; September core PCE is the data highlight; October Chicago PMI will also be reported; we got our first look at Q3 GDP yesterday and it wasn’t pretty; weekly jobless claims are worth mentioning; Colombia is expected to hike rates 25 bp to 2.25%; ECB delivered a less dovish than expected hold
  • Sibos conference
    October 28, 2021
    • Investor Services
    BBH’s experts attended this year’s Sibos and discuss the key themes
  • Euro-Symbol Statue in Frankfurt
    October 28, 2021
    • Investor Services
    The U.S. yield curve continues to flatten; reports suggest a fiscal deal will be announced by President Biden today; regional Fed manufacturing surveys for October will wrap up; we get our first look at Q3 GDP; weekly jobless claims will be watched closely; BOC delivered a hawkish hold; Brazil hiked rates 150 bp to 7.75%, as expected; ECB decision will be out shortly and a dovish hold is expected; the euro tends to weaken on recent ECB decision days
  • Large downward sloping arrow in front of candle-stick and bar graphs in red
    October 27, 2021
    • Investor Services
    The U.S. yield curve continues to flatten; U.S. data remain strong; BOC is expected to keep rates steady at 0.25%; Brazil COPOM meets and median consensus sees a 150 bp hike to 7.75%; eurozone data were mixed today
  • U.S. Dollars and hourglass
    October 26, 2021
    • Investor Services
    Democrats may be nearing a compromise that could unlock trillions in fiscal stimulus; regional Fed manufacturing surveys for October will continue to roll out; Brazil reports mid-October IPCA inflation; U.K. Chancellor Sunak will reportedly unfreeze public sector salaries next April; BOE tightening expectations are getting trimmed;
  • Stack of U.S. one hundred dollars notes
    October 25, 2021
    • Investor Services
    U.S. yields are creeping higher; the Fed is ready to taper; regional Fed manufacturing surveys for October will continue to roll out; Germany reported weak October IFO business climate survey
  • car driving down country road blur
    October 24, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    October 24, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Yellow downward trending recession arrow on black financial graphs in background
    October 22, 2021
    • Investor Services
    Higher U.S. rates should continue to support the dollar; Markit preliminary October PMI readings will be reported; weekly jobless claims are worth a mention; Canada reports August retail sales; there was a big shake-up in Brazil’s economic team; Mexico reports mid-October CPI
  • Glowing abstract wave on dark, shiny motion
    October 21, 2021
    • Investor Services
    The conversion of European mutual funds into ETFs is gathering pace. Deirdre McIlvenna of the Maples Group, and BBH’s Antonette Kleiser discuss the drivers of this trend and key considerations for asset managers.
  • Descending graph with large USD symbol above it
    October 21, 2021
    • Investor Services
    The Democrats may once again snatch defeat from the jaws of victory; Fed’s Beige Book report is worth discussing; regional Fed surveys will continue to roll out with Philly Fed reporting today; weekly jobless claims will be watched closely; U.K. posted solid budget numbers ahead of Chancellor Sunak’s budget next week
  • Aerial view of morning mist at tropical rainforest mountain, background of forest and mist
    October 20, 2021
    • Investor Services
    The U.S. Department of Labor has taken a significant step towards the integration of environmental, social and governance (ESG) considerations in pensions management. BBH’s Adrian Whelan sets out how the proposed rule reverses previous barriers to investment.
  • Blue glowing arrows pointing diagonally up
    October 20, 2021
    • Investor Services
    The Fed releases its Beige Book report for the November 2-3 FOMC meeting; U.S. fiscal stimulus continues to get pared back; Canada reports September CPI; markets have accelerated tightening expectations for the BOC; U.K. reported softer September CPI data; market pricing of BOE tightening remains elevated;
  • Floating blue currency symbols on black background
    October 20, 2021
    • Investor Services
    Yesterday’s launch of the Bitcoin futures ETF marked an important milestone for the industry.
  • Benjamin Franklin's eye close-up from one hundred dollar bill
    October 19, 2021
    • Investor Services
    The bond market rout seems to have run its course, at least for now; we believe this is just a period of calm within a generalized move higher in global rates; yesterday’s TIC data is worth a mention; U.S. fiscal policy remains up in the air; market pricing of BOE tightening has cooled a bit
  • Dark earth glowing with blue lights
    October 18, 2021
    • Investor Services
    Global bond markets are finally waking up to the risks that inflation isn’t as transitory as most central banks insist; if inflation risks continue to rise, which central banks are best positioned to respond; is the market overreacting; U.S. September IP will be the data highlight; market pricing of BOE tightening has gone parabolic; surprisingly, sterling has yet to react
  • car driving down country road blur
    October 17, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    October 17, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Sun beams through the cloud forest next to a partially lit Inca Trail
    October 15, 2021
    • Investor Services
    BBH’s Market Intelligence team reviews opportunities in Latin America and how best to access this promising market.
  • Yen Coins and Bills
    October 15, 2021
    • Investor Services
    September inflation readings were worrisome; September retail sales will be very important; regional Fed manufacturing surveys for October will start rolling out
  • Blue financial market graphs with red light at the graph's peak
    October 14, 2021
    • Investor Services
    September inflation readings remain in focus; Treasury concluded its coupon issuance this week with a successful 30-year auction; FOMC minutes were released; initial claims data are expected to show continued improvement in the labor market; Chile surprised yesterday with a hefty 125 bp hike to 2.75%
  • EU and China flags side by side

    Philip Chiang, Relationship Manager at BBH Hong Kong speaks to Michael Chow, Managing Director of Chinese fund manager Fullgoal

    October 13, 2021
    • Investor Services
    Five years after Fullgoal Asset Management’s first UCITS fund launch, Managing Director Michael Chow reflects on the firm’s success in targeting global investors and shares his distribution strategy and investment outlook
  • Various blue and orange business trend graphs and charts on black screen
    October 13, 2021
    • Investor Services
    U.S. short rates continue to rise; September inflation readings will be closely watched; Treasury concludes a heavy auction schedule; FOMC minutes will be released; Fed officials seem unfazed by the jobs report; Chile is expected to hike rates 100 bp to 2.50%; higher carry across Latin America has not been enough to shift the downdraft on local currencies
  • Descending graph with large USD symbol above it
    October 12, 2021
    • Investor Services
    U.S. rates continue to rise; Treasury has a heavy auction schedule this week; Fed speakers are plentiful; the House is scheduled to vote on the short-term extension of the debt ceiling today
  • car driving down country road blur
    October 10, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    October 10, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • Stack of U.S. one hundred dollars notes
    October 08, 2021
    • Investor Services
    The Senate passed a short-term debt ceiling increase until December 3, as expected; higher US rates are helping the dollar; September jobs report will be the highlight; we believe that the bar to tapering has gotten pretty low; Canada also reports September jobs data; BOE warned of a potential correction in asset markets due to risk-taking at “elevated” levels
  • Floating blue currency symbols on black background
    October 07, 2021
    • Investor Services
    The dollar continues to strengthen, due in large part to the Fed’s undeniable steps towards tapering. Using the previous tapering episode as a roadmap, we see dollar strength persisting well into 2022 due to monetary policy divergences.
  • American flag waving with the Capitol Hill in the background
    October 07, 2021
    • Investor Services
    Reports suggest a deal has been struck to extend the debt ceiling; markets are looking for a solid September jobs report Friday; Mexico reports September CPI; Peru is expected to hike rates 50 bp to 1.5%; reports suggest the ECB is studying a new bond-buying program to help maintain orderly markets when PEPP ends next year
  • Blue and black globe with a glowing web of lines surrounding it
    October 07, 2021
    • Investor Services
    The hawkish wave continues to sweep more EM central banks, while isolating the remaining dovish few. In this report we elaborate on the recent changes in Poland, Colombia, Brazil, South Africa and South Korea.
  • Glowing blue arrow sloping upwards
    October 06, 2021
    • Investor Services
    ADP private sector jobs data will be the highlight; higher US rates are helping the dollar; reports suggest the Democrats are moving closer to a deal on fiscal stimulus; Colombia September CPI came in a tad above expectations at 4.51% y/y; eurozone data came in very weak
  • Conveyors with cardboard boxes on white background. 3d illustration
    October 05, 2021
    • Investor Services
    Amid new rules for cross-border funds in Europe, BBH’s Killian Lonergan sets out the gamechangers for distribution and how fund managers are partnering with external providers in their distribution efforts
  • Close-up of eagle on a wrinkled one dollar bill.
    October 05, 2021
    • Investor Services
    September ISM services PMI will be the highlight; chatter is rising that Powell's chances of remaining Fed Chair have fallen due to the trading scandals; higher U.S. yields are lending some support to the dollar; U.K.-EU tensions continue to rise
  • US Dollar on financial screen
    October 04, 2021
    • Investor Services
    The U.S. 10-year yield is trading around 1.50% as the new week begins; Fed speakers are limited this week; press reports the U.K. will trigger the so-called ‘nuclear’ option and unilaterally suspend parts of the Northern Ireland Protocol
  • car driving down country road blur
    October 03, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • planet earth from space with sun rising
    October 03, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.