Insights

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Corporate

Podcast recorded by Nicholas Elfner, Laura Lake

Q1 2019 Corporate Bond Market Outlook

Corporate

ESG Newsletter by Robert Fernandez, Joshua Stein

In Pursuit of Sustainability Standards

Corporate

ESG Newsletter by Abigail Ingalls, Joshua Perez

From Latent to Blatant: ESG Risks Materializing into Credit Impacts

Corporate

Commentary by Nicholas Elfner

Corporate Bond Market Outlook Q1 2019

Corporate

Commentary by Nicholas Elfner

Corporate Bond Market Outlook Q4 2018

Corporate

Perspective by Nicholas Elfner

Five Key Themes in the Investment Grade Corporate Market

Corporate

Perspective by Nicholas Elfner

Risks and Opportunities in Today’s Corporate Bond Market

Corporate

Podcast recorded by Nicholas Elfner, Laura Lake

Q3 2018 Corporate Market Outlook

Corporate

Commentary by Nicholas Elfner

Corporate Bond Market Outlook Q3 2018

Corporate

Podcast recorded by Matthew Buscone, Sara Chanda, Laura Lake, Khurram Gillani, John Bastoni

From the Desk - August Recap 2018

Corporate

Podcast recorded by Sara Chanda, Eric Haase, Laura Lake, Khurram Gillani

From the Desk - July Recap 2018

Corporate

Podcast recorded by Nicholas Elfner

Q2 2018 Corporate Market Outlook

Corporate

Commentary by Nicholas Elfner

Corporate Bond Market Outlook Q2 2018

Corporate

Perspective by Nicholas Elfner

Revisiting Bank Credit After the Dodd-Frank Rollback

Corporate

Podcast recorded by Nicholas Elfner

Q1 2018 Corporate Market Outlook

Corporate

Commentary by Nicholas Elfner

Corporate Bond Market Outlook Q1 2018

Corporate

Perspective by Abigail Ingalls

Why IG Food Companies Have a Big Appetite for M&A

Corporate

Perspective by Nicholas Elfner

Five Pivotal Themes in the Corporate Bond Market

Corporate

Perspective by Robert Fernandez

Fossil-Fuel-Free Investing: Process and Perspective

Corporate

Perspective by Abigail Ingalls

Retail Bonds: What to Know Before Hitting the Investor Checkout Line

Corporate

Perspective by Joshua Stein

How Airlines Are Avoiding (Credit) Turbulence

Corporate

Perspective by Nicholas Elfner

Navigating Risks Across Bank Capital Structures

Corporate

Perspective by Brian Garcia

Can You Hear M&A Now?

Corporate

Perspective by Joshua Stein

Insurers’ Important Role in Curbing Rising Health Care Costs

Corporate

Perspective by Brian Garcia

Putting Drug Prices Under a Credit Microscope

Corporate

Q1 2019 Corporate Bond Market Outlook

Podcast recorded April 12, 2019

Hear our investment professionals discuss the key themes for Q1 in the IG corporate bond market.

Corporate

In Pursuit of Sustainability Standards

By Robert Fernandez , Joshua Stein

SASB continues to make strides in establishing decision-useful, financially material and comparable sustainability metrics for corporations.

Corporate

From Latent to Blatant: ESG Risks Materializing into Credit Impacts

By Abigail Ingalls , Joshua Perez

Recent events for Vale S.A., General Electric and Kraft Heinz underscore the importance of evaluating ESG criteria to help mitigate risks.

Corporate

Corporate Bond Market Outlook Q1 2019

By Nicholas Elfner

Despite a mixed macroeconomic backdrop, the IG corporate market had a strong first quarter. Read more from Nick Elfner.

Corporate

Corporate Bond Market Outlook Q4 2018

By Nicholas Elfner

In our latest corporate bond market outlook, Co-Head of Research Nick Elfner gives his expectations for corporates after a volatile year.

Corporate

Five Key Themes in the Investment Grade Corporate Market

By Nicholas Elfner

On the heels of the Fed meeting on Wednesday, we outline five trends that are currently top of mind in the corporate market.

Corporate

Risks and Opportunities in Today’s Corporate Bond Market

By Nicholas Elfner

With corporate debt ruling the headlines, Nick Elfner gives his thoughts on corporate leverage, ratings downgrades, and risks and opportunities in the investment grade corporate space.

Corporate

Q3 2018 Corporate Market Outlook

Podcast recorded October 15, 2018

In this podcast, Nick Elfner, co-head of research, and CIO Laura Lake, discuss Breckinridge's current investment outlook for the investment-grade corporate bond market and summarize key trends from Q3.

Corporate

Corporate Bond Market Outlook Q3 2018

By Nicholas Elfner

In Q3 2018, the investment grade corporate bond market had mixed credit fundamentals, with cyclically high leverage partially offset by improved after-tax earnings.

Corporate

From the Desk - August Recap 2018

Podcast recorded September 14, 2018

In this month’s From the Desk market podcasts, our investment team discusses CA spreads, cross over trading, Ford’s downgrade, M&A activity, UMBS and more.

Corporate

From the Desk - July Recap 2018

Podcast recorded August 9, 2018

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

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.

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.

Corporate

Revisiting Bank Credit After the Dodd-Frank Rollback

By Nicholas Elfner

Much has been written about the potential impact of a Dodd-Frank rollback on bank credit fundamentals. Nick Elfner unpacks the positives and negatives of the rollback and gives our perspective.

Corporate

Q1 2018 Corporate Market Outlook

Podcast recorded April 16, 2018

Nick Elfner, co-head of research, reviews Q1 in the IG corporate bond market.

Corporate

Corporate Bond Market Outlook Q1 2018

By Nicholas Elfner

With the move wider in corporate spreads during 1Q18, valuations have improved for higher-quality credits as compared to where they stood at the end of 2017.

Corporate

Why IG Food Companies Have a Big Appetite for M&A

By Abigail Ingalls

Shifting consumer preferences are significant factors in the recent spike of M&A in the food industry.

Corporate

Five Pivotal Themes in the Corporate Bond Market

By Nicholas Elfner

Following an impressive performance in 2017, investment grade (IG) corporate bond spreads have decreased to near pre-crisis lows.

Corporate

Fossil-Fuel-Free Investing: Process and Perspective

By Robert Fernandez

For a variety of reasons, corporate bond investors often wish to restrict investment in companies with fossil fuel reserves.

Corporate

Retail Bonds: What to Know Before Hitting the Investor Checkout Line

By Abigail Ingalls

The growth of e-commerce sales is one of the biggest challenges facing apparel/textile/home improvement retail credits.

Corporate

How Airlines Are Avoiding (Credit) Turbulence

By Joshua Stein

What the industry’s improvement may illustrate about economically sensitive credits.

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.

Corporate

Can You Hear M&A Now?

By Brian Garcia

The March Consumer Price Index report highlighted a curious culprit for soft price data in the U.S.: wireless telephone pricing.

Corporate

Insurers’ Important Role in Curbing Rising Health Care Costs

By Joshua Stein

In our view, health insurers are uniquely positioned to drive down health care costs.

Corporate

Putting Drug Prices Under a Credit Microscope

By Brian Garcia

Drug pricing is a significant component of both financial and environmental, social and governance (ESG) analyses of drug companies.