Rising Treasury yields pressured equity valuations in Q3, while market breadth weakened. Our latest High Quality Dividend Commentary reviews performance drivers, portfolio changes, and our continued focus on quality: bit.ly/4dL3gev

Our latest commentary looks at what drove the market in September, how corporate credit held up, and what the Investment Committee is watching as rates remain elevated. bit.ly/3VASdhO

CEO Oggie Sosa, joins FT Live in collaboration with Fundfire and Ignites at the Future of Asset Management North America event for a panel on Monday October 19th. Register now: bit.ly/46deSmj

Our Q4 2026 Corporate Bond Market Outlook examines what comes next as higher yields and stable to improving credit fundamentals meet tight spreads and elevated issuance. bit.ly/4rSp51z

The sustainable bond market continues to evolve in 2026, with resilient issuance and new opportunities emerging across data centers, structured credit and municipal infrastructure. Learn more: bit.ly/4iuMLX1

As #ClimateWeekNYC focuses on the energy, impact, and action we drive together, we’re highlighting how Breckinridge is working to translate evolving physical climate risks into actionable investment insights. Read more: bit.ly/4m76Ouj

Breckinridge is at #ClimateWeekNYC this week. Learn more about how we believe issuer engagement can deepen our understanding of climate-related risks and opportunities across fixed income markets. Explore our 2025 Engagement & Proxy Voting Report: bit.ly/4we4uWg

#ArtificialIntelligence is reshaping the investment landscape, creating interconnected risks and opportunities across infrastructure, labor, governance and capital markets. Explore our dedicated collection of insights examining these evolving forces: bit.ly/4xPrGv7...

Breckinridge’s High Quality Dividend strategies take a disciplined, rules-based approach to identifying companies with strong balance sheets and the potential to grow dividends over time. Explore our new quarterly High Quality Dividend Commentary: bit.ly/4gIJz8M

Our July Market Commentary is a summary of discussions among members of the Breckinridge Investment Committee as they reviewed monthly market activity and investment returns. bit.ly/4xtv5iG

Improving inflation expectations, resilient economic growth, and strong investor demand helped shape markets in June. Read our June Market Commentary: bit.ly/4h3FlsX

After widening in the first quarter on heightened geopolitical risk and an oil shock, corporate bond spreads staged a comeback on a ceasefire in Iran, solid U.S. economic data, and a strong first-quarter earnings cycle: bit.ly/4wofCzO

In this latest piece, Breckinridge Co-CIO Matt Buscone and Co-Head of Private Wealth Christina Lynch discuss how advisors are navigating today's liquidity landscape and how personalized fixed income strategies can play an important role. bit.ly/4yekMQY

Treasury yields ended May modestly higher on expectations for a higher-for-longer rate environment. bit.ly/3S20Obl

Treasury yields moved modestly higher in April, as markets responded to resilient economic data, elevated inflation readings, and higher energy prices. bit.ly/3QUDxaZ

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. Senior Research Analyst, Brian Garcia, goes into detail in our latest perspective: bit.ly/4mRBrob

Breckinridge’s Sustainable Investing Education Sessions help deepen our team’s understanding of key sustainability trends and may strengthen our research capabilities. Our latest session covered the investment relevance of human rights frameworks: bit.ly/48NmWvv

IG corporates faced a volatile start to 2026, with spreads widening after historically tight levels—yet sector divergence is creating selective opportunities in our view. Nick Elfner, dives deeper in his Q2 Corporate Bond Market Outlook: bit.ly/3O8EuLG

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. bit.ly/4ueta0C

Treasury yields rose modestly across the curve during January, with the 2-year and 10-year maturities seeing increases of 5 basis points, as markets adjusted to shifting economic data. bit.ly/3O687gg