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ESG

The Future Benefit of Gender Lens Investing

By Abigail Ingalls, Dominica Ribeiro

Abi Ingalls, senior research analyst, spoke with CMO Dominica Ribeiro, about the state of gender lens investing (GLI).

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ESG

Perspective by Abigail Ingalls, Robert Fernandez

Engaging with the Tech Sector RE: Diversity, Equity, and Inclusion

ESG

Perspective by Ruth Ducret, Abigail Ingalls, Dominica Ribeiro

Podcast: Closing the Gender Gap

Investing

Commentary

February 2021 Market Commentary

Municipal

Perspective by Adam Stern

Georgia Runoff Elections Shift 2021 Outlook

ESG

ESG Newsletter by Christopher Woodward

Blackouts Illuminate Pursuit of Renewables, Reliability Among California’s Municipal Utilities

ESG

ESG Newsletter by David Stenhouse

Breckinridge Sharpens ESG Focus on Affordable Housing Bonds

ESG

ESG Newsletter by Robert Fernandez, Andrew Teras

Expanded Engagement Initiatives Add Value in Tumultuous 2020

Municipal

Perspective by Adam Stern

2021 Muni Market Outlook: To Immunity and Beyond!

Investing

Perspective by Peter Coffin

Reflecting on the Importance of Our Independence

Municipal

Perspective by Christopher Day

Taking the Measure of Bond Ladders

Securitized

Perspective by John Bastoni

Forbearance Means New Factors for Today’s MBS Market

Municipal

Perspective by Adam Stern

COVID-19 and Muni Credit: Essential service municipals are more resilient than appreciated

Investing

Perspective by Peter Coffin

From Peter Coffin: Navigating the Bond Market

Investing

Commentary

January 2021 Market Commentary

Investing

Commentary

December 2020 Market Commentary

Corporate

Commentary by Nicholas Elfner

Q1 2021 Corporate Bond Market Outlook

Investing

Commentary

November 2020 Market Commentary

Investing

Perspective by Matthew Buscone, Jeffrey Glenn, Nicholas Elfner, Adam Stern

Quick Takes: Breckinridge Assesses the 2020 Election

Investing

Commentary

October 2020 Market Commentary

Municipal

Perspective by Adam Stern

Update: Muni Credit and the November 2020 Elections

Investing

Commentary

September 2020 Market Commentary

Corporate

Commentary by Nicholas Elfner

Corporate Bond Market Outlook Q3 2020

ESG

Perspective

Choosing to ‘B’ a Force for Good

Investing

Perspective

COVID-19 Bond Market Volatility Updates

ESG

Engaging with the Tech Sector RE: Diversity, Equity, and Inclusion

By Abigail Ingalls , Robert Fernandez

Abi Ingalls and Rob Fernandez discusses key takeaways from their engagement calls with technology companies.

ESG

Podcast: Closing the Gender Gap

By Ruth Ducret , Abigail Ingalls , Dominica Ribeiro

Two senior research analysts and our former GWI intern have a conversation about women in the investment management industry.

Investing

February 2021 Market Commentary

Bond investors welcomed higher yields and a steepening yield curve during February.

Municipal

Georgia Runoff Elections Shift 2021 Outlook

By Adam Stern

2021 Outlook Follow-up Blog (Jan. 6, 2020): Democrats’ apparent Senate wins in Georgia are a credit-positive for the municipal bond market and may result in material changes to tax and infrastructure policy.

ESG

Blackouts Illuminate Pursuit of Renewables, Reliability Among California’s Municipal Utilities

By Christopher Woodward

High temperatures, scorching winds, wildfires and rolling power blackouts in 2020 showed that California publicly own electric utilities face a dual challenge: providing reliable power to customers while pursuing state mandates for renewable, carbon-free electricity generation.

ESG

Breckinridge Sharpens ESG Focus on Affordable Housing Bonds

By David Stenhouse

A dedicated housing framework developed in 2020 strengthened Breckinridge’s environmental, social and governance (ESG) evaluation of bonds targeting affordable housing in the U.S.

ESG

Expanded Engagement Initiatives Add Value in Tumultuous 2020

By Robert Fernandez , Andrew Teras

The information discovered during more than 100 meetings with bond issuers, as well as subject matter experts, explored best practices in sustainability as corporations and municipalities are increasingly integrating ESG considerations into their operations.

Municipal

2021 Muni Market Outlook: To Immunity and Beyond!

By Adam Stern

Municipal credit will begin to heal in 2021 as the COVID-19 pandemic abates and the economy recovers. Adam Stern reviews the outlook for municipal bonds in 2021 and beyond in his annual analysis.

Investing

Reflecting on the Importance of Our Independence

By Peter Coffin

Independence is a key part of the fabric of Breckinridge.

Municipal

Taking the Measure of Bond Ladders

By Christopher Day

Do ladders measure up in today’s bond market? We think a more responsive strategy can potentially achieve the same income objectives.

Securitized

Forbearance Means New Factors for Today’s MBS Market

By John Bastoni

Payment forbearance to mortgage borrowers could have implications for the MBS market and complicate conditions for mortgage servicers.

Municipal

COVID-19 and Muni Credit: Essential service municipals are more resilient than appreciated

By Adam Stern

The coronavirus induced economic turmoil is depressing municipal revenues and increasing operating costs. Adam Stern explains why many muni bonds enter this predicament in better shape than past slowdowns.

Investing

From Peter Coffin: Navigating the Bond Market

By Peter Coffin

In this short video, hear from Breckinridge President Peter Coffin as he offers some perspective during this time of turmoil.

Investing

January 2021 Market Commentary

In January, strong demand and limited supply dominated the bond markets. Read our monthly market summary for details.

Investing

December 2020 Market Commentary

With most investors focused on 2021, with hopes for less stressful markets, December closed out a tumultuous 2020.

Corporate

Q1 2021 Corporate Bond Market Outlook

By Nicholas Elfner

“Déjà vu all over again.” Corporate bond investors might be feeling that way after 2020. Learn why in Nick Elfner’s review.

Investing

November 2020 Market Commentary

In November, financial markets appeared to be in a tug-of-war between rising COVID-19 cases and positive vaccine news.

Investing

Quick Takes: Breckinridge Assesses the 2020 Election

By Matthew Buscone , Jeffrey Glenn , Nicholas Elfner , Adam Stern

The 2020 elections clarify some important issues for investors and leave others unsettled for now. Our investment team is tracking the implications closely and offers insights and expectations in our comprehensive roundtable discussion.

Investing

October 2020 Market Commentary

A risk-off tone characterized markets in October with municipal, corporate and securitized bonds faring relatively well.

Municipal

Update: Muni Credit and the November 2020 Elections

By Adam Stern

November’s election results have implications for municipal credit quality and valuations. Adam Stern analyzes the potential outcomes and effects.

Investing

September 2020 Market Commentary

Risk assets sold off in September, as COVID-19 cases, valuation concerns and election uncertainty increased.

Corporate

Corporate Bond Market Outlook Q3 2020

By Nicholas Elfner

During the third quarter, corporate bond issuance surged on low interest rates.

ESG

Choosing to ‘B’ a Force for Good

How does being a certified B Corp and a Massachusetts-registered Benefit Corporation drive us to be more competitive and resilient?

Investing

COVID-19 Bond Market Volatility Updates

Breckinridge's latest updates on the current market conditions.