Insights

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.

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.

The U.S. Treasury curve shifted higher across the maturity spectrum with yields rising approximately 40bps in the 2- through 10-year range and 30bps on the long end. The move reflected persistent inflation pressures and a shift in market sentiment regarding the likelihood of a Federal Reserve cut in 2026.

IG corporates faced a volatile start to 2026, with spreads widening after historically tight levels.

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.

In February, Treasury yields fell across the curve, and the 10-year yield declined 30 basis points, as buyers turned to Treasuries amidst potential signs of the disinflationary power of AI, rising geopolitical tensions and worries about private credit.

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