Different dividend policies send different signals, which is why shareholder communication is critical. Here, we examine the different ways business owners are thinking through their approach – and what each says to shareholders

Michael Conti, Jack Goryl, and Christy 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.

Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.

In this issue of Owner to Owner, we review the current business environment, discuss different ways business owners approach dividend policies, share tips for smooth collaboration between generations during the succession process, and dive into key findings from our recent Private Business Owner Survey.

As a raft of US asset managers prepare to create exchange trade fund (ETF) share classes for their mutual funds, just how much potential does this technique hold for global markets across the US, Europe, and Asia and what challenges might its use present?

BBH Senior Relationship Associate Sean Kennedy discusses the key differences between HSA and FSA plans so you can best plan for the future.

In this issue of The Fresh Take, we highlight key insights from different sector spotlights.

How people spend their money tells a powerful story about the economy. From everyday essentials to luxury splurges, the consumer goods sector offers insight into shifting spending patterns, consumer confidence, and corporate performance. Relationship Associate Sarah Chandler sat down with Senior Equity Analyst Mark Weber to discuss his outlook on consumer goods and what investors should watch for in today’s market.

The financial services industry is rapidly evolving due to the widespread adoption of artificial intelligence (AI) and other transformative technologies. BBH Relationship Associate Jailene Sinchi recently sat down with Managing Director and Senior Equity Analyst Anurag Dhanwantri to discuss the impact of these changes and what they might mean for the industry’s future.

Real estate has long been considered a cornerstone of diversified investment portfolios, but what makes it so resilient across market cycles? In this edition of The Fresh Take, Relationship Associate Owen McCarthy sits down with Jimmy Carroll, an equity analyst who focuses on real estate, to discuss the sector’s enduring appeal, current trends shaping the market, and why now might be an opportune time for long-term investors.