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  • Private Banking
  • Silhouette of a businessman standing by the huge open gate
    March 19, 2021
    • Private Banking
    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.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    March 19, 2021
    • Private Banking
    Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
  • Full cover of the Q1 2021 InvestorView Magazine.
    March 19, 2021
    • Private Banking
    In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.
  • Stock market or forex trading graph for financial investment or Economic trends business.
    February 01, 2021
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • Teal line charts and numbers representing the stock market
    October 26, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • Investor View cover with a cartoon laptop and cartoon people on a zoom call.
    October 26, 2020
    • Private Banking
    In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.
  • Teal graphic of video call on laptop
    October 26, 2020
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
  • InvestorView Q3 2020 - Back to the Future: The New Normal After COVID-19
    August 06, 2020
    • Private Banking
    In this issue of InvestorView, we discuss life after COVID-19, 2020 market volatility and investment strategies, hosting virtual meetings and how to create a charity.
  • Looking up at skyscrapers with teal hue
    August 05, 2020
    • Private Banking
    Jeff Hakala and Jerry Hakala – Co-Chief Investment Officers at Clarkston Capital Partners – discuss some current prevailing arguments against small-cap investing, the approach’s structural advantages and Clarkston’s unique approach that aims to exploit those advantages to uncover investment opportunities.
  • Line charts and virus cells with dark background
    July 28, 2020
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin reflect on market volatility over the first half of 2020 and assess the current state.
  • Digital display of Coronavirus Outbreak in USA with map
    July 14, 2020
    • Private Banking
    Throughout the first half 2020, equity markets experienced notable volatility. Chief Investment Strategist Scott Clemons reflects on this activity and comments on expectations for the second half of the year.
  • White open sign in front of American flag
    June 09, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons explores the path to economic recovery following the U.S. labor market’s sharp rebound in May.
  • Lincoln memorial and pool in Washington, D.C.
    June 03, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons comments on the state of crisis in the U.S. and discusses present and future implications on markets.
  • Car driving through a road into sunset in Lanzarote, Spain
    May 27, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.
  • Girl in red ruby slippers with white socks and a blue plaid dress
    May 19, 2020
    • Private Banking
    Recent economic data demonstrates the impact stay-at-home restrictions have had on household spending. Chief Investment Strategist Scott Clemons reviews the implications.
  • Blue globe with financial charts behind it
    May 15, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner shares why non-U.S. investments can provide attractive opportunities.
  • Blue graph showing unemployment rate due to Covid-19
    May 12, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons discusses the implications of the April jobs report, which highlighted the immense toll the COVID-19 pandemic has had on the U.S. labor market.
  • Stock market graph with background of Benjamin Franklin's eyes on $100 bill
    May 05, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons reflects on first quarter economic reports, which confirmed the end of a decade-long expansion, and provides insights on an economic rebound.
  • Colorful gears forming a human brain with beige background
    April 28, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
  • American flag on lighthouse during orange sunset
    April 21, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons reviews recent economic data and discusses the next stages required to return the economy to its previous capacity.
  • A compass next to a stock market chart
    April 17, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner reflects on first quarter activity, providing commentary on the markets and BBH third-party investment managers.
  • Statue's hand in front of American flag
    April 14, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons discusses recent improvements in the COVID-19 pandemic and the economic implications, noting that there is still more work to be done before business resumes as usual.
  • Financial data analysis graph over gold world map
    April 07, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons reflects on the volatile month of March, discusses current market responses and provides an outlook for the U.S. economy’s recovery.
  • American flag hung in an empty street of New York City
    March 31, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons examines the significant market volatility throughout March and provides insights on how the market may heal following these dislocations.
  • Pixeled earth on a blue background with blurry circles
    March 17, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons comments on the economic implications of the current social distancing mandates as a result of the recent coronavirus spread and discusses recent Fed policy changes and market action.
  • Hand of coach drawing American football strategy with black marker on white background
    March 17, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • March 04, 2020
    • Private Banking
    In this issue of InvestorView, we provide a look back at the exceptional year that capped off a stellar decade in the markets, and then we turn the page to the future – our outlook for the economy and markets for 2020 and beyond, as well as the future of retirement planning in light of the new Secure Act.
  • Fortune teller with hands over her glowing ball with lit candles and a red curtain surrounding her
    March 04, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons provides an outlook for the economy and markets in 2020 by first looking back at the history of economic cycles. In the face of numerous global uncertainties and heightened valuations, markets don’t need a reason to correct; nevertheless, a patient and disciplined focus on value, rather than price, will help BBH’s clients navigate current and future volatility.
  • Globe made of blue and green light with stock market findings on top of it
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin look back at an exceptionally strong finish to a stellar decade in the markets, and in light of the longest bull market in history, they provide advice to investors on asset allocation, risk management and the outlook for the market as we look ahead.
  • Giant cartoon hand dropping a gold coin into a building like a piggy bank
    March 04, 2020
    • Private Banking
    Investing in private markets is an important component of many client portfolios, and in this article, Caroline Thomas and Thomas Martin, both Senior Investment Analysts, provide advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
  • A senior-aged couple sit together on a beach on top of a giant coin-jar to symbolize living on retirement savings
    March 04, 2020
    • Private Banking
    The new Secure Act rewrites the rules of the road for IRA owners, especially those who might inherit IRAs. Now is a good time to review your retirement planning anew.
  • Teal line charts and numbers representing the stock market
    December 06, 2019
    • Private Banking
    Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.
  • A Woman and a Man standing on a laptop looking at a print out
    December 06, 2019
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Thomas Martin cover steps we take when rebalancing our clients’ portfolios.
  • large hand holding a small home in it's palm with a key on it's finger
    December 06, 2019
    • Private Banking
    Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • InvestorView Q3 2019 - Trading Places: The Past, Present and Future of U.S. Global Trade
    August 09, 2019
    • Private Banking
    In this edition of InvestorView, we discuss the state of U.S. global trade, provide an update on market conditions and our portfolio and cover the important decision of naming an executor.
  • Man standing in front of red and white graph chart
    August 09, 2019
    • Private Banking
    Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.
  • Colorful cartoon city
    May 29, 2019
    • Private Banking
    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.
  • Two businessmen and a business woman looking through magnifying glasses and binoculars
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for clients.
  • several business professionals looking for something, with magnifying classes, binoculars, and a computer
    February 07, 2019
    • Private Banking
    We discuss factors that come into play when investing for endowments and foundations.
  • InvestorView Q4 2018 - A Tradition of Innovation
    November 05, 2018
    • Private Banking
    In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.
  • Manager Spotlight Interview with Rajiv Jain from GQG Partners cover
    November 05, 2018
    • Private Banking
    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.
  • floating five stars (5) rating symbols in front of a businessman. The business man holding up his hand to select which rating he wants to pick.
    July 26, 2018
    • Private Banking
    We take a deep dive into what we mean when we talk about “quality” investing.
  • Illustration of a man on a ladder greasing a machine turning a globe of the earth
    November 28, 2017
    • Private Banking
    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.
  • Business man trying to decide between two closed doors
    November 02, 2017
    • Private Banking
    Senior Investment Analyst Tom Martin discusses the pitfalls of the value vs. growth investing framework and looks at our preferred model: quality and discount to intrinsic value.
  • Close-up of 100 dollar bill with random blank puzzle pieces on top of it
    August 30, 2017
    • Private Banking
    Investment Strategy Analyst Tom Martin discusses the importance of tax-efficient investing and covers five ways in which BBH seeks to improve after-tax returns for clients.
  • Drawer full with reading glasses
    April 26, 2017
    • Private Banking
    InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
  • Workers climbing scaffolding on construction site
    November 28, 2016
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building investment portfolios. They look at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
  • A large green arrow pointing up with a cartoon man thinking inside and next to it a large red arrow pointing down with an identical cartoon man thinking
    July 29, 2015
    • Private Banking
    Investment Strategy Analyst Tom Martin provides an overview of long/short equity investing, discusses its attractive characteristics and challenges and shares our criteria for partnering with long/short investment managers.
  • Hand pick idea Business man from a group of people, Human Resources concept to choose perfect candidate
    October 21, 2014
    • Private Banking
    In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
  • Huge pile of green apples, with 4 red apples placed on the top
    October 20, 2014
    • Private Banking
    Investment Strategy Analyst Tom Martin reviews the reasons that we prefer and recommend concentrated and actively-managed investment strategies.
  • Nine different coloured marbles
    August 07, 2014
    • Private Banking
    Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.

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