Thought leadership

During the third quarter, our tactical asset allocation positions added value in our more conserva ...

Mutual Funds/ETFs, Performance & Analytics

We are making changes to our recommended municipal bond allocations. These are not time-sensitive ...

Munis

BBH, U.S. Stocks, Core Bonds, Munis, Investment Outlook, Research Alliance

We recently checked in with Loomis Sayles’s Matt Eagan to discuss risks and opportunities in China ...

EM Bonds, China

We have followed the events related to Evergrande and China's property sector closely and thus far ...

EM Stocks, China

Artisan Partners, International Stocks

We think the future of sustainable investing will center around engagement efforts and demonstrabl ...

SRI/ESG, Engagement

As Big Tech has grown in scale and scope, the Chinese government has wanted to tighten its regulat ...

International Stocks, Davis Advisors, Selected Funds/Clipper Fund

The most important lesson we have learned over the past two decades is that growth is not fungible ...

U.S. Stocks, Davis Advisors

With relatively healthy credit conditions and the important support of both fiscal and monetary st ...

U.S. Stocks, Davis Advisors

The trend of stricter regulatory oversight of Big Tech is one that is global in nature.

International Stocks, Davis Advisors

Davis Advisors, Global Stocks