Insights

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Insights

ESG

Enhancing Portfolio Resilience Amidst Climate Change

By Joshua Perez

The net zero transition is underway, and the immense size of commitments and spending alone requires investors to evaluate its impact on the global economy, financial markets, and corporate finance.

ESG

In Evaluating Risks from Weather Extremes, Insurers and Bond Investors Share Strategies and Goals

September 18, 2023 - Robert Fernandez, Joshua Stein

P&C insurance companies and bond investors find common approaches to integrate climate risk into their investment options.

ESG

Using Muni SMAs to Assist Climate-Vulnerable Communities

September 18, 2023 - Erika Smull

Breckinridge’s new Climate Vulnerability Customization allows investors to allocate capital to climate-vulnerable communities in a data driven manner.

Investing

August 2023 Market Commentary

September 11, 2023

Prices for stocks and bonds reversed course from July, falling during August amid higher market volatility.

ESG

There's Nothing Passive About Net Zero in Fixed Income

September 1, 2023 - Joshua Perez

Our analytical and actively managed approach to a net zero mandate, in our view, combines three key elements that are essential to reaching net zero goals.

Corporate

Q3 2023 Corporate Bond Market Outlook

July 12, 2023 - Nicholas Elfner

In his latest corporate bond market outlook, Nick Elfner gives an update on market movements in the face of positive economic data, favorable technicals, softening credit fundamentals and tight valuations.

Investing

Tax Loss Harvesting in Fixed Income Portfolios

July 7, 2023 - Eric Haase, Jeremy Jenkins

Separately managed accounts can offer the advantage of greater control of your tax liabilities through strategies such as tax-loss harvesting and tax-loss swapping.

Municipal

Taking the Measure of Bond Ladders

June 13, 2023 - Christopher Day

Breckinridge believes a less rigid approach can pursue objectives similar to ladder strategies while providing flexibility to opportunistically take advantage of changing market conditions.

Municipal

Considering the Municipal Bond Market Implications of ETF Asset Growth

May 10, 2023 - Jeremy Jenkins

As ETF assets grow, municipal bond investors may want to consider the implications for certain segments of the municipal market.

Educational

Lighting a Pathway for African American Candidates into Asset Management

February 14, 2023 - Dominica Ribeiro, Nicholas Elfner

UNCF’s Lighted Pathways program is increasing the number of African American persons in asset management and developing pipelines of talent coming from HBCUs to Boston.

ESG

Breckinridge Marks One Year as Signatory To Net Zero Asset Managers Initiative

January 24, 2023 - Robert Fernandez, Timothy Coffin

In the year since signing NZAM, Breckinridge has marked progress on the development of a bottom-up corporate issuer and alignment assessment and an engagement program to support NZAM commitments.

Investing

Why IG Bonds Now?

January 19, 2023 - Jeffrey Glenn, James Spidle

Fundamental strength, current high yields, underpin our cautiously optimistic outlook for corporate and securitized bond markets in 2023.

Municipal

How to Invest In-State vs Out-of-State in Municipal Bonds

January 13, 2023 - Jeremy Jenkins

An appropriate mix of in-state and out-of-state bonds in a municipal bond portfolio can be determined through careful consideration of tax rates and bond supply, among other factors.

Municipal

Making the Case for Municipal Bonds in Today’s Market Environment

November 28, 2022 - Jeremy Jenkins

In our latest perspective we review past performance of municipal bonds and also consider the environment for municipal bond investing as we move forward from 2022.

ESG

Giving and Investing Trends Converge for More Powerful Philanthropy

September 21, 2023 - Ariana Polk

Donor-advised funds (DAFs) and environmental, social and governance (ESG) investment strategies are converging for greater philanthropic impact.

Investing

Duration 101

September 1, 2023 - Jeremy Jenkins

Duration is one of the most important concepts for bondholders to understand as they review the performance of their fixed income investments.

Investing

July 2023 Market Commentary

August 14, 2023

IG corporate bond spreads tightened. Municipals gained. Securitized bonds were mostly positive. Equities moved higher again.

Investing

June 2023 Market Commentary

July 12, 2023

During June, the Fed paused its rate hikes and economic data leaned broadly positive. Investor sentiment improved.

ESG

Breckinridge Contributes to New Green Bond Disclosure Guidelines

July 3, 2023 - Ruth Ducret

Within the municipal bond market, there is the opportunity for greater issuance of labeled bonds given the often positive environmental and social impact inherent in these projects.

ESG

Elevating Biodiversity’s Profile Reveals Interrelationships with Climate Risks

July 3, 2023 - Robert Fernandez

The Global Biodiversity Framework signing at the UN’s December 2022 COP 15 conference elevated the profile of biodiversity.

Investing

May 2023 Market Commentary

June 7, 2023

During May, investors sorted through the debt ceiling debate, uncertainty over the Fed’s next interest rate move, and persistent signs that the economy remains in expansion despite the rate increases over the last year.

Investing

April 2023 Market Commentary

May 9, 2023

U.S. Treasury yields fell beyond one-year, muni yields increased, and corporate and securitized bonds earned positive total returns.

Investing

March 2023 Market Commentary

April 12, 2023

Concerns arose about the U.S. Banking sector, following government take-over of two regional banks. The events sparked a flight to quality that benefited highly rated corporate and muni bonds.

Corporate

Q2 2023 Corporate Bond Market Outlook

April 5, 2023 - Nicholas Elfner

Banking sector concerns that emerged late in the quarter overwhelmed expectations shaped earlier in quarter and could reshape monetary policy and efforts to reduce inflation.

ESG

CFA Institute ESG Standards Address Investment Product Disclosure Practices

April 3, 2023 - Robert Fernandez

The institute’s standards are intended to address a broad range of ESG practices and approaches.