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Insights

ESG

COVID-19 Crisis, Corporate Bonds and ESG Implications

By Nicholas Elfner, Robert Fernandez

What does the COVID-19 pandemic mean for corporate bonds and ESG investing?

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Investing

Perspective by Laura Lake, Jeffrey Glenn, Sara Chanda

Breckinridge Update: Potential Positives Amid Continued Turmoil

Investing

Perspective by Peter Coffin

Comparing 2020 COVID-19 Market Turmoil to 2008

Investing

Perspective by Peter Coffin

From Peter Coffin – A Perspective on the Current Market

Municipal

Perspective by Adam Stern

Considerations for the Municipal Bond Market and COVID-19

Investing

Perspective by Peter Coffin

Lessons from the Repo Market

Investing

Commentary

February 2020 Market Commentary

Investing

Perspective by Laura Lake

Gender Diversity – Creating positive, long-term change

ESG

ESG Newsletter by Abigail Ingalls

Gender Lens Investing Demands Continued Focus on Progress

Investing

Podcast recorded by Laura Lake

A powerful conversation between our CIO and CEO of Girls Who Invest

Municipal

Perspective by Matthew Buscone, Sara Chanda, Adam Stern

Surge in Taxable Issuance Creates Opportunities in the Municipal Bond Market

Municipal

Perspective by Benjamin Pease

Low Yields Elevate Value of M/T Ratios, Crossover Trades

Investing

Podcast recorded by Sara Chanda, Eric Haase, John Bastoni, Khurram Gillani

From the Desk - January Recap 2020

Investing

Commentary

January 2020 Market Commentary

Corporate

Perspective by Nicholas Elfner

Monitoring the Coronavirus for Risks to Bond Strategies

ESG

ESG Newsletter by Christopher Woodward

Microgrid and Ownership: Unlocking Resilient, Sustainable Electricity Delivery

ESG

ESG Newsletter by Robert Fernandez

Setting Rules of the Road for Sustainable Markets

Securitized

Perspective by Laura Lake, John Bastoni

Gaining New MBS Risk Insight with ESG Analysis

ESG

ESG Newsletter

Q1 2020 ESG Newsletter

Municipal

Perspective by Adam Stern

2020 Municipal Credit Outlook

Investing

Commentary

December 2019 Market Commentary

Investing

Perspective by Nicholas Elfner, Adam Stern

2020 Election Quick Take

ESG

ESG Newsletter by Nicholas Elfner, Robert Fernandez

ESG: A Natural Course of Analysis for Bonds

Municipal

Podcast recorded by Matthew Buscone, Sara Chanda

From the Desk - December Recap 2019

Corporate

Podcast recorded by Laura Lake, Nicholas Elfner

Q4 2019 Corporate Bond Market Outlook

Investing

Breckinridge Update: Potential Positives Amid Continued Turmoil

By Laura Lake , Jeffrey Glenn , Sara Chanda

The Investment Committee at Breckinridge Capital Advisors is monitoring the markets and offers the following update as of April 6, 2020.

Investing

Comparing 2020 COVID-19 Market Turmoil to 2008

By Peter Coffin

Breckinridge President Peter Coffin shares thoughts on the turmoil affecting municipal and corporate bonds as the markets and the economy endure effects related to COVID-19.

Investing

From Peter Coffin – A Perspective on the Current Market

By Peter Coffin

Hear from our President, Peter Coffin, on the disorder in the current investment grade bond market.

Municipal

Considerations for the Municipal Bond Market and COVID-19

By Adam Stern

With community spread of the coronavirus more likely, we are monitoring the effects it may have on credit quality.

Investing

Lessons from the Repo Market

By Peter Coffin

In the wake of the turmoil in the repo market this fall, Peter Coffin discusses why that market was already vulnerable and how we can use that to evaluate other markets now and in the future.

Investing

February 2020 Market Commentary

The municipal, corporate and securitized bond markets endured a difficult and volatile February. The effects were evident in many dimensions.

Investing

Gender Diversity – Creating positive, long-term change

By Laura Lake

Breckinridge Capital Advisors is partnering with Girls Who Invest (GWI), a non-profit organization dedicated to increasing the…

ESG

Gender Lens Investing Demands Continued Focus on Progress

By Abigail Ingalls

How investing in women creates value - for investors and for society.

Investing

A powerful conversation between our CIO and CEO of Girls Who Invest

Podcast recorded March 6, 2020

CIO Laura Lake and GWI's CEO Janet Cowell, discuss their paths in the industry and why this organization is important.

Municipal

Surge in Taxable Issuance Creates Opportunities in the Municipal Bond Market

By Matthew Buscone , Sara Chanda , Adam Stern

Taxable municipal bonds can play an important role in a portfolio if they are considered carefully within the context of the investor’s goals.

Municipal

Low Yields Elevate Value of M/T Ratios, Crossover Trades

By Benjamin Pease

Head of muni trading, Ben Pease, highlights how Breckinridge’s trading approach and capabilities help us face the supply and valuation challenges currently affecting muni market.

Investing

From the Desk - January Recap 2020

Podcast recorded February 10, 2020

In January, municipals saw similar trends to the end of 2019 and the IG corporate market had its eyes on the coronavirus outbreak.

Investing

January 2020 Market Commentary

January was a busy month in the bond markets as influences ranging including high investor demand, increased supply, falling yields, the Fed and the coronavirus had an effect.

Corporate

Monitoring the Coronavirus for Risks to Bond Strategies

By Nicholas Elfner

The Wuhan Coronavirus may present risks to corporate bond investment strategies. Breckinridge has been monitoring developments in order to assess risks to sectors and industry groups.

ESG

Microgrid and Ownership: Unlocking Resilient, Sustainable Electricity Delivery

By Christopher Woodward

In the wake of California wildfires, some electric utilities are looking into using microgrids as a way to distribute uninterrupted service to customers.

ESG

Setting Rules of the Road for Sustainable Markets

By Robert Fernandez

New taxonomy by the EU Commission’s Technical Expert Group will help financial services providers to speak a common language for sustainable investment activities.

Securitized

Gaining New MBS Risk Insight with ESG Analysis

By Laura Lake , John Bastoni

Breckinridge has added a proprietary level of analysis to agency MBS that is bringing greater insight to environmental risks specific to these bonds.

ESG

Q1 2020 ESG Newsletter

This quarter, our newsletter discusses a new dimension being added to our analysis of agency MBS, the EU Taxonomy for sustainable finance and microgrids.

Municipal

2020 Municipal Credit Outlook

By Adam Stern

Entering 2020, municipal credit fundamentals remain broadly stable amid lingering long-term credit issues. Adam Stern’s latest outlook discusses the factors that are likely to have an impact on muni credit this year.

Investing

December 2019 Market Commentary

Market technicals continued to have a positive influence on both the muni and IG corporate bond markets in December.

Investing

2020 Election Quick Take

By Nicholas Elfner , Adam Stern

As we kick-off an election year, Adam Stern and Nick Elfner review the four possible outcomes we currently see for the 2020 election and the potential influences on the muni and corporate bond markets.

ESG

ESG: A Natural Course of Analysis for Bonds

By Nicholas Elfner , Robert Fernandez

Why we believe ESG aligns closely with the goals of fixed income investing

Municipal

From the Desk - December Recap 2019

Podcast recorded January 10, 2020

Munis rallied over the course of 2019. Hear more from our PMs in the December podcast.

Corporate

Q4 2019 Corporate Bond Market Outlook

Podcast recorded January 10, 2020

In our Q4 podcast, our CIO and co-head of research review the year in the IG corporate bond market and discuss the outlook for 2020.