Active ETFs show little sign of slowing down, as 82% of investors intend to increase or maintain their exposure to active ETFs. Chris Pigott, Eamonn O'Callaghan, and John Hooson highlight where the opportunities and benefits are for asset managers considering active ETF launches.
In our latest FX quarterly, strategists share the key considerations for global markets following recent volatility, BRICS expansion and the road ahead as markets looks to restabilize.
Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Limited Duration Fixed Income strategy.
Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Core Plus Fixed Income strategy.
Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.
Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.
Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
Portfolio Managers, James Evans & Jorge Aseff, provide an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
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.
Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Limited Duration Fixed Income Strategy.
Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
Co-Portfolio Managers, James Evans, CFA, and Jorge Aseff, Ph D, provide the most recent quarter-end results of the Inflation-Indexed Fixed Income Strategy.
Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations when teaching kids about investing.
Summertime usually feels a bit quiet in NYC. It’s easier to get a seat on the train, the lines at the deli counter are shorter, and sometimes the pigeons outnumber the people. However, since the pandemic, this quiet summertime feeling has stuck year-round in some cities across the U.S., creating a range of potential implications for municipal credit, particularly for the debt of cities and their mass transit systems.
Michael Conti, Jeff Miller, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.
In the feature article of this issue of InvestorView, BBH Co-Chief Investment Officer Justin Reed and Head of Investment Research Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.
BBH Partners and Co-Chief Investment Officers Suzanne Brenner and Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment, market volatility, and positioning for the future. Here, we review key takeaways from the conversation.
Amid market volatility and greater divergence in capital markets, securities lending revenues will be granular and targeted to a concentrated set of opportunities, writes Rob Lees.
In the second FX quarterly of the year, strategists examine how the major investment themes that held at the beginning of the year have been proven wrong.
BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
For asset managers, ensuring that their distribution, the experience they give to their clients, and their product diversification are fit for operating in a new environment is critical. At the inaugural BBH Insights Exchange event, industry experts discussed challenges that firms may face and how they can adapt.
In 2023’s first FX quarterly, strategists examine the Fed’s pivot and China’s reopening. Here is a synopsis of what is included in this quarter’s outlook.
In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons covers our outlook for the markets and economy in 2023. He considers the state of play as we embark on the 23rd year of this century and discusses what we’re watching as the year progresses.
Municipal bonds have never been renowned for their liquidity, even in normal market environments. But these liquidity challenges also help provide opportunities, especially during periods of heightened volatility.
BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
Taxable municipal bonds offer an excellent way to diversify broader taxable portfolios through high-quality, durable credits that frequently offer higher yields than comparably rated corporate debt.
BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
High food and energy prices continue to squeeze households globally. Aggressive monetary policy responses and shrinking real incomes have increased global recession risks. Indeed, more and more signs of recession are piling up.
For much of the first half of this year, high interest rates and rising commodity prices helped these currencies outperform their emerging market peers. However, broad-based dollar strength has slowly but surely eaten away at those EM FX gains and this is likely to continue as the Fed remains on its aggressive tightening path.
Capital and macro markets continue to present market participants and policymakers with a complex and dynamic environment that requires their flexibility to adapt. BBH’s securities lending team provides a mid-year assessment and outlook for H2 2022.
InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.
We speak with Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.
In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.
BBH Chief Investment Strategist Scott Clemons discusses recent market volatility and examines the driving forces behind the current environment. In such markets, he reminds us, patience and discipline are essential.
BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
Vladimir Putin’s decision to invade Ukraine piles even more uncertainty onto financial markets already burdened with inflation, rising interest rates, and the lingering implications of the COVID19 pandemic. BBH’s Chief Investment Strategist Scott Clemons breaks down the latest.
The first six weeks of 2022 have been marked by historic declines in the bond market. Structured credit has weathered this storm far better than most fixed income. We focus on the features of non-traditional structured credit that explain their resilience – and why this should continue despite an uncertain environment for interest rates.
The regulatory environment across the globe is as dynamic as any time in the last decade. We bring you this guide to light a path on your regulatory journey for 2022.
Following dramatic market volatility events, the U.S. post-trade industry is deftly mobilizing to move securities settlement cycles to T+1. Adrian Whelan and Derek Coyle explore why shortening the U.S. settlement cycle is so significant to asset managers globally.
Plato is credited with famously saying “necessity is the mother of invention”. This phrase couldn’t be more appropriate for the European Union’s capital markets as they head into 2022. Olena Pochekaylo explains why.
New revisions to the European Long-Term Investment Fund remove many of the regulatory and structural impediments managers face when utilizing them currently and place them neatly into the EU regulated fund structure toolkit, writes Adrian Whelan.
With a growing focus in asset management on retail investor access to less liquid alternative investment funds, the U.K has mobilized the Long-Term Asset Fund (LTAF). Lata Vyas and Andrew Ritchie explain why 2022 could be a big year for this special purpose investment vehicle.
As the U.S. Securities and Exchange Commission pursues an agenda more aggressive than we have seen from the market watchdog in decades, its leader must find a delicate balance between fostering market growth and innovation with investor protection principles.
BBH’s Adrian Whelan sat down with Amy Matsuo, Principal and Leader of Environmental, Social and Governance (ESG) and Regulatory Insights at KPMG, to discuss the main regulatory drivers for the U.S. asset management market in 2022.
Rules governing crypto, stable coins, and central bank digital currencies look set to shift gears in 2022 as regulators enter the new money fast lane, write John Siena, Tim Bosco and Ingrid Mosquera.
Financial institutions have had a lot on their plates in bidding farewell to the most popular interest rate benchmark. Sinead McIntosh assesses industry progress in moving away from LIBOR to alternative risk-free rates and the extent to which it will consume the regulatory agenda in 2022.
With the outcome of a review of for alternative investment fund managers pending, Ainun Ayub and Adrian Whelan assess whether the proposals spell a feel-good blockbuster or a more dramatic follow-up.
As regulation harmonizing how central securities depositories in Europe operate continues to evolve, it’s impact will likely be felt by all participants in the post-trade chain in 2022 and beyond, write Sinead McIntosh, Derek Coyle and John Siena.
Martin Moloney, Secretary General of the International Organization of Securities Commissions, talks to BBH’s Adrian Whelan about the key issues and trends shaping the global regulatory landscape in 2022.
In this quarter’s update, the Investment Research Group examines our confidence in the BBH investment approach and our managers’ ability to generate attractive long-term returns despite uncertainties in the markets.
There is no time like the present to take stock in what has been a dramatic start to the year for capital markets. This article looks at what volatile market conditions, a hawkish shift in central bank policies and a refocus on fundamentals will likely mean for securities lending in the year ahead.
We start the new year at the crossroads on many issues, with implications for the economy, business, and financial markets. Which way now? BBH Partner and Chief Investment Strategist Scott Clemons explains.
In this issue of InvestorView, we look at 2022 as a transitional year from the impact of the pandemic to more
traditional economic behaviors. Plus, we explore the “magic” of qualified small business stock tax benefits, examine how to choose a legal guardian for your child, and sit down with Barry Mills, a senior advisor to BBH.
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.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
BBH recently published a comprehensive framework for evaluating ESG exposure in the securitization market and we demonstrate direct empirical evidence that securitizations insulate investors from ESG event risk.
BBH recently published a comprehensive framework for evaluating ESG exposure in the securitization market and we demonstrate direct empirical evidence that securitizations insulate investors from ESG event risk.
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.
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.
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.
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 today’s opportunities.
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.
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.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains the drivers of inflation, why it is the single biggest threat facing investors over the long term and how we address the risk of inflation when building clients’ portfolios.
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