March 14, 2024 - Co-Head of Research, Nick Elfner, is quoted in this recent Bloomberg article discussing whether Fed rate cut projections have been overdone and what the next FOMC dot plot could mean for the market over the rest of the year.
Navigating the Climate Transition Noise
ESG Currents, February 28, 2024
Rob Fernandez and Tim Coffin join Bloomberg Intelligence’s ESG Currents podcast to discuss the rapidly evolving ESG space, the physical risks and themes of climate change, Net Zero goals, and key considerations for asset managers navigating sustainability issues.
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Wave of Cash Seen Washing Into Credit as Investors Seek Duration
Bloomberg, February 23, 2024
Nick Elfner, Co-head of Research, is quoted in a recent Bloomberg article discussing projections for cash flows into corporate debt after 2023 saw a spike in flows to money market funds. (Subscription required).
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Net-Zero Push is ‘Misunderstood,’ Breckinridge President Says
FundFire, January 30, 2024
In our view, the early push to divest completely from fossil fuels may have caused some to miss opportunities to ‘direct capital’ to the energy transition. Tune in to President Peter Coffin’s interview with Fund Fire at the Future of Asset Management Conference to learn more.
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Munis Little Changed While Ratio Richness Lingers
The Bond Buyer, January 29, 2024
Adam Stern, Co-Head of Research, was featured in a recent Bond Buyer article sharing recent trends in the municipal bond market and what this could mean for 2024. (Subscription required).
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US Corporate Bond Sales Hit $176 Billion in Busiest January Ever
Bloomberg, January 29, 2024
Nick Elfner is quoted in a recent Bloomberg article regarding the record in corporate bond sales for January, and how companies are looking to take advantage of drops in longer-term borrowing costs.
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Read news articles from past years that feature Breckinridge perspectives and quotes from our experts.