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Treasury yields moved modestly higher in April, as markets responded to resilient economic data, elevated inflation readings, and higher energy prices.
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.
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.
