Municipal

Wealth Taxes, Public Benefit Fraud, and What Matters for Muni Bonds

Adam Stern, J.D., M.P.A.

Corporate

The Price of AI: How Capex Is Rewriting Tech Balance Sheets

Brian Garcia, CFA

The investment grade Technology sector is in transition, moving from a net cash position to potentially the largest borrower in the IG corporate bond market.

Municipal

Looking Beyond M/T Ratios and Relative Value

Adam Stern, J.D., M.P.A., Jeremy Jenkins, CFA, Maggie Fitzpatrick, CFA

Prudent investors can employ strategies to mitigate the impact of these technicals and identify the best after-tax opportunities.

Sustainable

From Policy to Performance: Human Rights in Investing

Nicholas Elfner, Robert Fernandez, CFA

Breckinridge’s latest Sustainable Investing Education Session explored business risks and opportunities associated with human rights policies and practices.

Municipal

It May Be Time To Activate Your Muni Bond Portfolio

Matthew Buscone

As economic conditions shift and monetary policies change, we are generally seeing more divergence amongst issuers and opportunities to add value through credit selection.

Equities

High Quality Dividend Equity Strategy Targets Income and Growth Potential with Defensive Characteristic in Changing Markets

Joshua Perez, CFA, Bryan Poston, CFA

Evolving secular trends combined with maturing business cycle dynamics and elevated valuation multiples would suggest investors take a more defensive stance in their equity portfolios.