August 9, 2021 - Jeremy Jenkins
Duration is one of the most important concepts for bondholders to understand as they review the performance of their fixed income investments.
June 2021 Market Commentary
July 13, 2021
Credit fundamentals were a positive for the municipal and corporate bond markets in June.
May 2021 Market Commentary
June 4, 2021
In May, counterbalancing issues left investors uncertain, seemingly leaving markets in a wait-and-see mode.
When to Bench the Municipal Bond Benchmark
May 21, 2021 - Christopher Day
Investors in municipal bond strategies should exercise caution when using indices to set portfolio structure or performance targets.
April 2021 Market Commentary
May 5, 2021
In April, Treasury and municipal yields moved lower even as market trends and economic data were positive.
Breckinridge Marks a Decade of ESG Integration in 2021
April 20, 2021 - Peter Coffin
As our experience and insights related to ESG investing have advanced, so to has the industry’s. Peter Coffin reflects on the past decade of ESG integration at Breckinridge.
March 2021 Market Commentary
April 7, 2021
March was characterized by investors looking ahead and looking past risk, in many cases.
February 2021 Market Commentary
March 4, 2021
Bond investors welcomed higher yields and a steepening yield curve during February.
January 2021 Market Commentary
February 3, 2021
In January, strong demand and limited supply dominated the bond markets. Read our monthly market summary for details.
December 2020 Market Commentary
January 14, 2021
With most investors focused on 2021, with hopes for less stressful markets, December closed out a tumultuous 2020.
November 2020 Market Commentary
December 9, 2020
In November, financial markets appeared to be in a tug-of-war between rising COVID-19 cases and positive vaccine news.
Quick Takes: Breckinridge Assesses the 2020 Election
November 10, 2020 - Matthew Buscone, Jeffrey Glenn, Nicholas Elfner, Adam Stern
The 2020 elections clarify some important issues for investors and leave others unsettled for now. Our investment team is tracking the implications closely and offers insights and expectations in our comprehensive roundtable discussion.
October 2020 Market Commentary
November 9, 2020
A risk-off tone characterized markets in October with municipal, corporate and securitized bonds faring relatively well.
September 2020 Market Commentary
October 20, 2020
Risk assets sold off in September, as COVID-19 cases, valuation concerns and election uncertainty increased.
Reflecting on the Importance of Our Independence
September 1, 2020 - Peter Coffin
Independence is a key part of the fabric of Breckinridge.
Donor-Advised Funds Assert Predominance in 2020’s Time of Need
June 30, 2020 - Christopher Day
For investors who are planning charitable giving and striving to align their investments with their intentions, donor-advised funds (DAFs) that provide options and investment holdings transparency, may help.
COVID-19 Bond Market Volatility Updates
June 15, 2020
Breckinridge's latest updates on the current market conditions.
May 2020 Market Commentary
June 9, 2020
Markets continued to advance in May, as a risk-off environment, Fed intervention and investor sentiment all supported gains.
Summary: Fiscal Stimulus and Monetary Policy Responses to COVID-19
May 20, 2020
This summary includes analysis from members of the Breckinridge investment team of the implications for the municipal bond and corporate bonds markets.
April 2020 Market Commentary
May 11, 2020
Markets rebounded from their steep March declines, as the disparity between market sentiment and economic data continued to grow.
From Peter Coffin: Navigating the Bond Market
May 4, 2020 - Peter Coffin
In this short video, hear from Breckinridge President Peter Coffin as he offers some perspective during this time of turmoil.
March 2020 Market Commentary
April 14, 2020
Efforts to stem the spread of the COVID-19 virus caused a sudden slow-down in economic activity during March and the effects were felt across stock and bond markets.
Comparing 2020 COVID-19 Market Turmoil to 2008
March 26, 2020 - Peter Coffin
Breckinridge President Peter Coffin shares thoughts on the turmoil affecting municipal and corporate bonds as the markets and the economy endure effects related to COVID-19.
From Peter Coffin – A Perspective on the Current Market
March 16, 2020 - Peter Coffin
Hear from our President, Peter Coffin, on the disorder in the current investment grade bond market.