Insights

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

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

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

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.

The voluntary insurance market and state and local governments seek to adapt and increase resiliency in the face of a changing climate.

AI-driven data center growth is increasing water demand, especially in water-stressed regions, with electricity generation driving most water use.

U.S. electricity consumption is forecasted to grow up to 25 percent by 2030, with over half of growth from data centers.

The municipal market enters 2026 with strong but fading credit quality.