Thought leadership

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

The financial resiliency and health of most major economies have been tested, but one by one, they ...

U.S. Stocks, Core Bonds, Davis Advisors

BlackRock’s Investment Institute recently published the investment thesis that investors should do ...

EM Stocks, China

BBH monthly commentaries.

BBH, U.S. Stocks, Core Bonds, Munis, Cash, Investment Outlook, Global Stocks