InvestorView Summer Issue 2024

July 30, 2024
  • Capital Partners
In this issue of InvestorView, we examine the U.S. economy as we enter the second half of 2024 and break down our Investment Research Group’s three-pronged approach to portfolio construction. We also cover critical considerations for successful asset allocation for endowments and foundations and review our fixed income investing principles.
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Cracks in the Façade: The U.S. Economy at Midyear 2024

In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons looks at the state of the U.S. economy as we cross the midyear mark and head into the second half of 2024. He examines several cracks in the façade of consumer spending that imply a looming deceleration in economic growth.
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Asset Allocation and Beyond: A Personalized Approach to Portfolio Construction

Chief Investment Officer (CIO) Justin Reed, Deputy CIO Ilene Spitzer, and Head of Client Portfolio Management and Strategy Niamh Bonus take a closer look at the sophisticated frameworks we use to enhance the traditional portfolio construction process.
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Setting an Asset Allocation for Endowments and Foundations

BBH Partner Suzanne Brenner and Deputy Chief Investment Officer Ilene Spitzer discuss special considerations to take into account when setting an asset allocation for endowments and foundations.
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What We Believe: BBH’s Approach to Fixed Income Investing

Fixed Income Product Specialist Tom Brennan covers the pillars of our fixed income investment philosophy that we believe position us to weather a variety of market environments.
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Cracks in the Façade: The U.S. Economy at Midyear 2024

In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons looks at the state of the U.S. economy as we cross the midyear mark and head into the second half of 2024. He examines several cracks in the façade of consumer spending that imply a looming deceleration in economic growth.
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