Thought leadership

BBH Funds' quarterly commentaries

BBH, U.S. Stocks, Core Bonds, Munis, International Stocks, Cash

It is still too early to say to what extent the recent inflation increases are temporary vs. struc ...

Inflation

Today the Big Tech antitrust review in China seems driven by similar goals and circumstances to th ...

International Stocks, Davis Advisors

In certain spots, speculative valuations have bubbled up. That does not describe the whole market.

Davis Advisors, Global Stocks

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

International Stocks, Davis Advisors

Starting in earnest in November 2020, the Chinese government embarked on a comprehensive antitrust ...

Davis Advisors, Global Stocks

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

Davis Advisors

We think China's actions will result in a more sustainable growth path.

EM Stocks, China, Technology

We think the near-term impact on U.S. stocks would be modest, but we do have concerns about changi ...

U.S. Stocks, Taxes

Price action in affected countries signal markets believe things will eventually work out, and we ...

EM Stocks, COVID-19

Our U.S. stock return expectations increased further in our downside case and the lower end of our ...

U.S. Stocks

No matter how compelling the business opportunity, if the balance sheet cannot weather the bad tim ...

REITs, Davis Advisors