Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.

Portfolio Manager, Scott Hill provides the most recent quarter-end results of the US Large Cap Equity Strategy.

Cash provides important flexibility in managing a portfolio and helps promote an opportunistic style. As a result of the yield curve inversion and expensive ratios on generic triple-A municipal bonds, we now hold all our municipal bond portfolio reserves in cash.

Demand is expected to remain concentrated in key sectors and specific names until interest rate policy changes, writes Rob Lees.

Portfolio Manager discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent quarter-end.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Limited Duration Fixed Income strategy.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Core Plus Fixed Income strategy.

Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.

Portfolio Managers, James Evans & Jorge Aseff, provide an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.

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

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Limited Duration 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.

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.

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 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.

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.

Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations when teaching kids about investing.

Summertime usually feels a bit quiet in NYC. It’s easier to get a seat on the train, the lines at the deli counter are shorter, and sometimes the pigeons outnumber the people. However, since the pandemic, this quiet summertime feeling has stuck year-round in some cities across the U.S., creating a range of potential implications for municipal credit, particularly for the debt of cities and their mass transit systems.

Michael Conti, Jeff Miller, Neriah Ray-Saunders, and Christine 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.

BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.

In the feature article of this issue of InvestorView, BBH Co-Chief Investment Officer Justin Reed and Head of Investment Research Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.

BBH Partners and Co-Chief Investment Officers Suzanne Brenner and Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment, market volatility, and positioning for the future. Here, we review key takeaways from the conversation.

Amid market volatility and greater divergence in capital markets, securities lending revenues will be granular and targeted to a concentrated set of opportunities, writes Rob Lees.

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.

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.

BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.

Ricky Ellis, Head of BBH FX Sales EMEA, assesses the impact of U.S. T+1 on the FX market and key considerations for asset managers.

Patience is a hallmark of our investment process. Read on for a refresher on delayed delivery bonds, their mechanics and how we evaluate them.

For asset managers, ensuring that their distribution, the experience they give to their clients, and their product diversification are fit for operating in a new environment is critical. At the inaugural BBH Insights Exchange event, industry experts discussed challenges that firms may face and how they can adapt.

In 2023’s first FX quarterly, strategists examine the Fed’s pivot and China’s reopening. Here is a synopsis of what is included in this quarter’s outlook.

In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons covers our outlook for the markets and economy in 2023. He considers the state of play as we embark on the 23rd year of this century and discusses what we’re watching as the year progresses.

BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.

Taxable municipal bonds offer an excellent way to diversify broader taxable portfolios through high-quality, durable credits that frequently offer higher yields than comparably rated corporate debt.

BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.

Our Currency Strategy experts offer their predictions for currency performances for both Major and Emerging Markets.

High food and energy prices continue to squeeze households globally. Aggressive monetary policy responses and shrinking real incomes have increased global recession risks. Indeed, more and more signs of recession are piling up.

Our Currency Strategists set out what the geopolitical and macro-economic landscape means for major and emerging markets in the third quarter

For much of the first half of this year, high interest rates and rising commodity prices helped these currencies outperform their emerging market peers. However, broad-based dollar strength has slowly but surely eaten away at those EM FX gains and this is likely to continue as the Fed remains on its aggressive tightening path.

Capital and macro markets continue to present market participants and policymakers with a complex and dynamic environment that requires their flexibility to adapt. BBH’s securities lending team provides a mid-year assessment and outlook for H2 2022.

InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.

We speak with Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.

In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.

BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.

BBH Chief Investment Strategist Scott Clemons discusses recent market volatility and examines the driving forces behind the current environment. In such markets, he reminds us, patience and discipline are essential.

In the latest FX Quarterly, our strategists highlight the key factors driving global economies.

BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.

The first six weeks of 2022 have been marked by historic declines in the bond market. Structured credit has weathered this storm far better than most fixed income. We focus on the features of non-traditional structured credit that explain their resilience – and why this should continue despite an uncertain environment for interest rates.

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.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.

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.

BBH Chief Investment Officer Suzanne Brenner shares why non-U.S. investments can provide attractive opportunities.

Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.

BBH recently published a comprehensive framework for evaluating ESG exposure in the securitization market and we demonstrate direct empirical evidence that securitizations insulate investors from ESG event risk.

BBH recently published a comprehensive framework for evaluating ESG exposure in the securitization market and we demonstrate direct empirical evidence that securitizations insulate investors from ESG event risk.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and how it might be resolved.

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.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.

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.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the opportunities and risks that cryptocurrencies pose by exploring bitcoin and the blockchain technology on which cryptocurrencies rely.

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.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains the drivers of inflation, why it is the single biggest threat facing investors over the long term and how we address the risk of inflation when building clients’ portfolios.