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Breckinridge Capital Advisors @BreckCap

Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. Disclosures bit.ly/2lsJ4l4

Joined January 2012
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Treasury yields ended May modestly higher on expectations for a higher-for-longer rate environment. bit.ly/3S20Obl
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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. bit.ly/3QUDxaZ
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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
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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
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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
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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
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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
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Treasury yields concluded the month with a bear steepening of the curve. Shorter-term rates declined, while longer-term yields rose, reflecting shifting market expectations. breckinridge.com/insights/de…
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As we enter 2026, we are of the view that the next 12 months may be more about total return and less excess return. Learn more in our Q1 2026 Corporate Bond Market Outlook: bit.ly/49ax1DF
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Our 2026 Municipal Outlook is here. Key themes: stable technicals, tight valuations, fading but still-strong credit quality, and greater credit spread differentiation ahead. Read Adam Stern’s full outlook: bit.ly/4pmyNGn
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Breckinridge’s core philosophy centers on seeking to provide investors with consistent, dependable income. This is an essential component for both bond and dividend investing, particularly in today’s unsettled markets. bit.ly/4qg8Ud3
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We had a wonderful experience attending the Massachusetts Conference for Women, an inspiring event dedicated to empowering thousands of women through meaningful professional and personal development.
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By prioritizing quality, sustainable growth, and Return on Equity, we seek companies positioned to grow dividends strongly over time. Learn more about high quality dividend investing: bit.ly/4qg8Ud3
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While California’s fiscal resilience, reserve levels, and governance improvements help position it to manage a downturn, select sectors such as public power, pensions, and local governments with tech exposure could face heightened pressure. bit.ly/48maa7v
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Tax rates vary widely across states but even investors in low-tax states can benefit from muni strategies. At Breckinridge, we customize portfolios for each investor’s state and tax profile, helping clients seek value beyond the tax exemption. bit.ly/3LOmYL8
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To further enhance management of physical climate risks, Breckinridge has developed a top-down climate risk assessment overlay that can be applied to sustainable tax-efficient municipal strategies. bit.ly/47nHp8U
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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. Learn why we believe it matters for dividend investing: bit.ly/477Ilhu
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Above-average yields, solid investor demand, and stable credit fundamentals are counterbalanced by tight spreads, rising event risk, and a slowing labor market driving a modest overweight to the corporate sector, with a defensive posture. bit.ly/48fVGGI
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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. Learn more in our latest perspective: bit.ly/46UybBS
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Private credit allocations have progressed from niche to mainstream. In our latest perspective, we highlight two key considerations that investors should keep in mind. bit.ly/42pUvAH
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