Among various topics outlined in our 2023 Corporate Sustainability Report, we highlight our continuing efforts in advocacy by connecting with other organizations to shape policy for long-term positive impact and systems change: bit.ly/3ViPd7s

Learn more about Breckinridge’s enhanced municipal water/sewer sustainability framework, reflecting our commitment to continuous improvement in investment research: bit.ly/43Iwq7G

Giving back to our communities is engrained in our culture and we believe it creates a sense of purpose, values alignment, and teamwork among our employees. Learn more about our #CorporateCitizenship: bit.ly/3ViPd7s

Our Investment Committee continues to expect the Federal Reserve (Fed) to reduce its target for the overnight rate by year-end 2024. Learn more in our April commentary: bit.ly/3wheC7z

We had a great time at the Markets Group private Wealth US Retreat in Carlsbad last week where Co-Head of Portfolio Management Matthew Buscone, spoke on a panel discussing fixed income and trends shaping today's landscape.

Tuesday, June 4, at 12PM, Chief Marketing and Distribution Officer, Dominica Ribeiro, joins the FundFire Exchange Webcast to discuss post-Covid-19 institutional marketing trends. Register here: bit.ly/3WRpJPp

Oggie Sosa shares his insights in ThinkAdvisor on the transition period from CIO to CEO happening this June and emphasized the firm’s strong footing with respect to some growing industry trends affecting advisors and their clients. bit.ly/3R68FkM

In case you missed it, FundFire recaps Dominica Ribeiro’s panel on institutional marketing, highlighting key takeaways from each panelist. bit.ly/3yLcqpz

Sustained higher supply during the month pressured municipal bonds, which underperformed Treasuries. Breckinridge’s Investment Committee provides more comments on the markets throughout May: bit.ly/4bVQx5G

As economic conditions shift and monetary policies change, we have seen more divergence amongst issuers and potential opportunities to add value through credit selection. Matt Buscone explains why: bit.ly/3yYn24r

Relatively tight valuations argue for a defensive posture in corporates. IG spreads are in the 13th percentile of their ten-year range. Learn more in our latest Corporate Bond Market Outlook: bit.ly/3zCEgEY

Treasury yields fell during June, after encouraging inflation readings, but have risen over the quarter and for the year. Read more in our June commentary: bit.ly/4eY3Moa

In our latest ESG Newsletter article, members of our research and trading teams share their insights into Breckinridge’s newly launched, and recently updated sustainability frameworks: bit.ly/4cprnfN

Treasury yields fell during July, as the disinflation trend gained force. Our latest market commentary has more on the muni, corporate and securitized bond trends: bit.ly/3YBLFP7

The outcomes of the 2024 election cycle remain murky, with legislative margins in the House and Senate likely to be modest regardless of the results. Co-head of Research, @[liperson_Adam Stern:YC8ZQuQHXQ], examines the potential outcomes for muni investors: ...

So, you think you want a muni bond ladder? At Breckinridge, we believe laddered structures may be too rigid to benefit from the muni market’s structural inefficiencies: bit.ly/4e9GCKq

In August, Treasuries rallied, as the expectation for interest rate cuts increased. The curve bull steepened, with yields from 5 years and beyond falling less than short yields: bit.ly/4egq9Eg

While active portfolio management adapts when market conditions change, passive laddered approaches can potentially be restrictive in their approach. Learn more about how we manage personalized bond portfolios at Breckinridge: bit.ly/4e9GCKq

Thrilled to announce that we’re a winner of the 10th Annual Wealth Management Industry Awards! Learn more about our Climate Vulnerability and Community Needs Customizations bit.ly/3XHvMpJ Congratulations to the other winners! #Wealthies #WealthManagement

Attention to tax loss crossing and tax loss harvesting opportunities throughout the year can potentially help avoid a need to move investments to cash while waiting for opportunities. Learn more: bit.ly/3XOh3cl