| Insights | Breckinridge Capital Advisors

July was a strong month for risk assets, with equities up modestly, IG corporate spreads tighter, IG municipal returns positive, and strength in both higher-beta IG bonds and high yield fixed income.

Investing

From the Desk - July Recap 2018

Podcast recorded August 9, 2018

We are excited to launch a new format for our monthly podcast.

Municipal

Higher Ed and New Student Demographics

By Robert Azrin, Michael Bonanno

This week’s blog post examines the challenges and progress made and what it means for municipal investors.

Corporate

Q2 2018 Corporate Market Outlook

Podcast recorded July 17, 2018

Co-head of research, Nick Elfner, reviews Q2 in the IG #corpbond market and summarizes our investment outlook.

Investing

Duration 101

By Jeremy Jenkins

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

Corporate

Corporate Bond Market Outlook Q2 2018

By Nicholas Elfner

With rising rates and potential tariff battles, we expect volatility to continue in the U.S. IG corporate bond market.

ESG

Muni Engagement Can Give Credit Analysis a Richer Texture

By Robert Azrin, Ruth Ducret

How engaging with U.S. municipalities can help mitigate risks and inform investment decisions.

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