Insights

In October 2025, the Federal Open Market Committee cut interest rates by 25bps to a range of 3.75 to 4.00 percent and announced an end to quantitative tightening in December.

Duration is one of the most important concepts for bondholders to understand as they review the performance of their fixed income investments.

As increasingly severe natural disasters threaten more regions of the U.S., Breckinridge is enhancing hurricane, flood, and wildfire risk monitoring to better inform municipal bond investors.

In our view, a credit rating is a measure of financial robustness and a proxy for quality, reflecting a firm’s proven results and history of prudent capital deployment.

The Treasury yield curve bull flattened in September, with the 10-year yield falling by eight basis points.

For investors seeking higher long-term income and capital appreciation, a company’s dividend growth rate can be a more important consideration than its dividend yield.

Private credit allocations have progressed from niche to mainstream, presenting investors with two critical considerations.

In August 2025, the financial markets were marked by a mix of economic resilience and shifting policy expectations.