Research

On last week’s “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Timothy Duy, economics professor at the University of Oregon and Josh Brown, CEO of Ritholtz Wealth Management.

Matt Wagner discusses where U.S. equity valuations stand now.

Is it the right time to allocate to EM equities? The answer is nuanced and requires an approach that uses a smarter security selection methodology.

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

Just because the market is celebrating the Fed’s policy u-turn doesn’t mean volatility is a thing of the past. Disconnects between fundamentals and assets prices don’t make for market stability.

John Streur, Calvert president and CEO, recently testified before the Senate Committee on Banking, Housing, and Urban Affairs in support of mandated ESG disclosures for publicly held securities and current proxy-voting criteria. See John’s latest Advisory Blog post for a recap and link to his full testimony.

Jeremy Schwartz and Wharton Professor Jeremy Siegel speak with Dr. Diego Rodriguez-Palenzuela.

Is cap-weighted indexing as an investment an accident of circumstance? Jeff Weniger shows what could have happened if the S&P 500 was weighted by earnings.

At BBH, we have invested in municipal bonds for decades. Please join us in celebrating our fund’s fifth birthday today and read on to learn about our strategy and approach.

As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?