As the debate over European retail investment costs intensifies, what might its outcomes mean for policymakers, asset managers, and investors?

Greater China ETF trends: what you need to know

As we near the halfway point of 2025, growing retail adoption of exchange traded funds (ETFs), rapid advances in technology, and improving European economic growth prospects are just three key drivers set to propel the regional ETF market forward.

BBH experts discuss how global markets are responding to ongoing economic volatility.

Evolving market dynamics are creating opportunities for global investors. BBH’s Derrick Leonard and Win Thin discuss the changes in South Korea and India.

The versatility of the ETF wrapper delivers on investor demand for innovative strategies

Demand for Exchange Traded Funds (ETFs), particularly in Europe, shows no sign of slowing down. At a recent panel discussion hosted by Brown Brothers Harriman, experts from Allfunds, IMC Consult and J.P. Morgan Asset Management shared their perspectives on the key areas where asset managers should focus to capture this growth, including the necessity of executive level commitment to the ETF market, an ironclad distribution model, and a strong Capital Markets team.

Amid rising risk and volatility, asset managers are revisiting their approach to Net Asset Value (NAV) oversight.

Adrian Whelan walks through the European Commission's "competitiveness compass" and outlines how the EU plans to simplify rules to ignite growth.

What’s impacting the outlook for ETFs?

Global asset managers are responding to the growing demand for semi-liquid funds. Lata Vyas and Mike Carney discuss how managers can optimize investor demand utilizing currency hedging.

The transition to ISO 20022 will be complete in November 2025. We’re helping you prepare for this industry change.

BBH's Win Thin and Elias Haddad discuss what's ahead for financial markets in 2025.

Tariffs, trade relations, rising debt, and evolving labor productivity - BBH is analyzing what’s ahead in 2025.

From DORA and T+1, to AI and the SEC, Adrian Whelan is looking at the latest regulatory trends set to impact 2025.

An uptick in volatility will likely drive demand

Eamonn O’Callaghan discusses the new CBI guidelines and what this means for managers.

In today’s challenging landscape, banks are seeking new ways to stay competitive. One emerging option is the bank-to-bank partnership.

In conversation with Catherine L. Mann, Bank of England (BOE) Monetary Policy Committee (MPC) member.

Investor capital data shows there’s significant opportunity for North American alternative asset managers to target growth in Europe. Jeff Dorigan covers what a growing appetite for alternatives among investors in Europe means for managers.

Concrete solutions for US federal debt and deficit reduction were recently unveiled by the International Monetary Fund. Jay Foraker discusses why the recommendations might be non-starters.

Build, buy, outsource…or partner? Cate Dawson shares practical advice on how to choose the right partner to successfully evolve your operating model.

Our experts weigh in on what financial markets can expect in this close election, easing cycles across global economies, and China’s looming debt, with an additional spotlight section on ballooning debt in the US.

Eamonn O’Callaghan and Andrea Murray discuss important considerations for managers following recent policy changes from the Central Bank of Ireland (CBI).

We sit down with Cate Dawson, Head of Product for Financial Institutions, to discuss the growing role of partnerships in today’s competitive banking industry.

BBH tax experts share insights on the changes ahead for the Faster and Safer Relief of Excess Withholding Taxes (FASTER) framework and key implications for investors and intermediaries.

Investor demand fuels asset growth and innovation

BBH’s Eamonn O’Callaghan explores recent interest in multi-asset ETFs and shares key considerations for managers.

In this quarterly, we analyze the global easing cycle under way and how the USD can benefit in Q3, the challenges ahead for emerging markets in H2, and the key metrics shaping investor perspectives on emerging market currencies.

The acceleration of settlement cycles across Europe is unlikely to be as straight forward as the North American changeover – in fact it’s likely to be a whole different ball game – here’s the reasons why.

Regulator lays out expectations of managers and menu for liquidity management of UCITS and AIFMD fund.

What’s ahead for U.S., APAC, and European markets in the second half of 2024.

We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.

BBH’s Derek Coyle provides a refresher on key elements of T+1 and answers questions from our Talking T+1 webinar series.

Active strategies take center stage as investor demand drives growth and product expansion.

What investors and managers need to know before entering the ELTIF regime.

Derek Coyle sets out how the rules impact a broader scope of clients.

Adrian Whelan sums up what is at stake for firms and their service providers.

Our latest FX quarterly takes a closer look at the true value of the USD and its role on the global platform as well as China’s path to recovery and its impact on Emerging Markets.

Carbon pricing has a growing role in countries’ climate change responses. Jay Foraker assesses current mechanisms, their impact on economic growth, and the next evolution.

Optimizing your affirmation model in a T+1 Settlement Cycle.

Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.

A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.

Tim Bosco shares a roadmap to quicker gains in data strategy development.

In our first FX outlook of 2024, BBH strategists are sharing the major themes continuing to impact the market, the road ahead for China’s recovery, and global impact of 2024’s "Year of the Vote."

BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.

Adrian Whelan assesses global regulators’ rapid responses to tech disruption, geopolitics and volatility, where industry differs in opinions on the changes, and the importance of seeing both sides to promote growth and safety in capital markets.

Adrian Whelan, Global Head of Market Intelligence, recently sat down with Amy Matsuo, Principal and Leader, Regulatory Insights at KPMG, to discuss the main SEC regulatory drivers for the U.S. market in 2024.

We’ve partnered with K&L Gates to revisit the current state of mutual funds to ETF conversions and identify the next step for the industry.

As the T+1 deadline approaches, BBH’s Ricky Ellis analyzes the important FX workflow decisions managers have made, the solutions that are taking shape, and the challenges that lie ahead.

With increased competition and growth of ETF products, BBH's Tom Poppey, Antonette Kleiser, and Tim Huver discuss why managers are increasingly turning to securities lending as a core piece of their investment programs.

As industry prepares for U.S. T+1, BBH’s Ted Suda, Yoshifumi Nakajima, and Chris Pigott share the major impacts and considerations facing firms in Asia.

The final U.K. sustainability disclosure rules display flexibility and pragmatism for ESG rulemaking as well as a potential shift to greater convergence between the U.K. and E.U.

The SEC’s final rules for private fund advisors bring a new level of investor transparency and are highly likely to shake up current practices.

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 the immediate aftermath of Brexit, the continued access of UCITS funds to U.K. retail investors became a primary concern. While temporary measures were employed, the FCA said it would soon consult industry on a permanent solution.

As the global tax landscape continues to evolve, let’s take a closer look at the major changes and developments impacting our industry.

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.

With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.

Before asking the EU to greenlight the revised ELTIF 2.0 rules by January 2024, ESMA considers industry feedback on what will make it a success. Here’s our take.

The ESG disclosure regime has had a significant impact on funds in Europe since implementation in March 2021. Now, policymakers are reassessing.

As emerging technology levels the competitive playing field, the right blend of AI and human intelligence will help firms achieve effective innovation.

A deep dive into the downstream impacts of T+1 on the ETF ecosystem and how participants should be preparing to support primary market activity.

BBH’s Amy Morris explains how the transfer agent’s AML/Sanctions program can help the fund and asset manager mitigate risks effectively while providing a best-in-class experience for their investors.

Let’s look at the rapid growth of the ETF market and debunk the five most common misconceptions holding asset managers back.

The EU Commission’s Retail Investment Strategy is a behemoth set of policy revisions to revise and revamp EU regulated investment funds. However, one specific proposal has attracted vast industry commentary.

With 35,000 funds and €12 trillion of assets in scope , any substantive changes to the UCITS framework are usually worthy of asset managers’ attention, writes Adrian Whelan

Amid sighs of relief that mandatory swing pricing and intermediary support of floating NAVs haven’t made the final cut, groans about the work to do to adhere to MMF rules can also be heard.

As access to private markets funds broadens, alternative asset managers must adapt to a new ecosystem where simplification and investor education about access routes are key. BBH’s Lata Vyas spoke on the topic at FundForum and shares further insights.

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.

A look at how an expanding product platform and investor use are driving growth.

With news headlines about listed and unlisted share classes ramping up, here’s what managers considering these structures should know.

Making tactical decisions at the expense of more strategic approaches would be a missed opportunity. Keith Haberlin shares how to optimize your operating model for shorter settlement cycles.

BBH’s Tom Poppey and Rob Lees look at the changes that asset managers should prioritize and how they can use the race to T+1 to gain an edge.

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.