| Insights | Breckinridge Capital Advisors

In terms of industrial company credit fundamentals, solid corporate profits and potential tax reform are offset by high leverage and shareholder enhancements.

Municipal

June Market Recap

Podcast recorded July 13, 2017

Portfolio manager, Sara Chanda, discusses the market movements in June and touches on the second quarter.

Investing

June Market Commentary

In the fixed income space, global central banks had their own important choices to make in June, and their actions will likely continue to have important ramifications for investors.

Municipal

Roundup of Recent Credit News in Illinois and Connecticut

By Adam Stern

Last week, two developments materially impacted credit risk in Illinois and Connecticut.

ESG

From Paris to … Portfolios

By Jem Hudson

Why climate change has enduring relevance in intelligent long-term investing.

Municipal

Top Five Muni Trends on Our Radar for 2H17

By Sara Chanda

In this blog post, we count down the top five muni trends we’re watching for the second half of the year.

Corporate

Navigating Risks Across Bank Capital Structures

By Nicholas Elfner

On June 7, Banco Santander SA announced its acquisition of Banco Popular Español for €1 following a deterioration in Popular’s liquidity position and concerns about Popular’s ability to raise further capital.

Municipal

A Credit View of Illinois’ Past and Future

By Adam Stern

The prospect of a junk-rated state is a concerning development for the municipal market.

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