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.

Aerospace and defense (A&D) has been one of the strongest performing sectors in 2025, driven by increased geopolitical tensions, higher NATO spending commitments, and accelerated innovation. To understand the drivers behind this momentum, Senior Relationship Associate Elise Johnston sat down with Vice President Brian DeAngelo, who is a member of BBH’s Investment Research Group (IRG) in a Client Portfolio Management and Strategy (CPMS) role responsible for communicating and implementing IRG’s best thinking across client portfolios.

Portfolio Manager, Jorge Aseff provides the most recent month-end results of the Inflation-Indexed Fixed Income Strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide the most recent quarter-end results of the Multisector Fixed Income Strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Core Plus Fixed Income Strategy.

Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explain how incorporating independent return strategies can provide a valuable source of returns amid market uncertainty.

Chief Investment Officer Justin Reed discusses market timing. He explores 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.

The auto industry is an integral part of the global economy – and poses an interesting challenge from an investment perspective. Here, we dive deeper into the industry’s latest trends.