Breckinridge Capital Advisors (@breckcap) 's Twitter Profile
Breckinridge Capital Advisors

@breckcap

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

ID: 461473704

linkhttp://www.breckinridge.com/ calendar_today11-01-2012 21:02:51

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541 Followers

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James Spidle, Head of Strategic Partnerships, discusses the role of investment grade fixed income in a shifting bond environment with Jeff Glenn, Co-Chief Investment Officer: bit.ly/40KDukF

James Spidle, Head of Strategic Partnerships, discusses the role of investment grade fixed income in a shifting bond environment with Jeff Glenn, Co-Chief Investment Officer: bit.ly/40KDukF
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In October, Treasuries turned in the first negative monthly return since April, as yields increased on stronger economic data and shifting expectations for the Fed: bit.ly/3O4c0Ps

In October, Treasuries turned in the first negative monthly return since April, as yields increased on stronger economic data and shifting expectations for the Fed: bit.ly/3O4c0Ps
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CEO Ognjen Sosa, spoke on a panel discussion at the Ashton Thomas Private Wealth Elevate conference. The panel covered the balance between risk management, portfolio construction, and asset selection in the pursuit of optimal client outcomes. #ATPWElevate2024

CEO Ognjen Sosa, spoke on a panel discussion at the Ashton Thomas Private Wealth Elevate conference. The panel covered the balance between risk management, portfolio construction, and asset selection in the pursuit of optimal client outcomes. #ATPWElevate2024
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#Climatechange is making weather events more extreme and damaging costing the U.S. economy an estimated $150 billion annually and the effects are changing homebuyer and insurance company behavior: bit.ly/4hXQFFa

#Climatechange is making weather events more extreme and damaging costing the U.S. economy an estimated $150 billion annually and the effects are changing homebuyer and insurance company behavior: bit.ly/4hXQFFa
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Our CEO and Co-CIO spoke at IMPACT®2024 for a discussion on the current market environment and the important role of fixed income in an investor's overall asset allocation strategy. If you weren’t able to attend the session, check out this recent piece: bit.ly/3YRysBM

Our CEO and Co-CIO spoke at IMPACT®2024 for a discussion on the current market environment and the important role of fixed income in an investor's overall asset allocation strategy. If you weren’t able to attend the session, check out this recent piece: bit.ly/3YRysBM
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Given the current state of #climate risk, Breckinridge is anticipating that climate-induced credit stress will begin to manifest itself, first, among smaller issuers, compared to more diversified larger issuers. Learn more: bit.ly/4hXQFFa

Given the current state of #climate risk, Breckinridge is anticipating that climate-induced credit stress will begin to manifest itself, first, among smaller issuers, compared to more diversified larger issuers. Learn more: bit.ly/4hXQFFa
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In our latest perspective, we analyze the merits of constructing income generating portfolios using U.S. IG bonds and U.S. large cap equities, with particular emphasis on the complementary characteristics of income derived from dividend paying stocks: bit.ly/3D4U3hk

In our latest perspective, we analyze the merits of constructing income generating portfolios using U.S. IG bonds and U.S. large cap equities, with particular emphasis on the complementary characteristics of income derived from dividend paying stocks: bit.ly/3D4U3hk
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#Muni credit spreads have remained insensitive to climate risk which is surprising due to the fact that on paper, state and local governments have significant exposure to climate risk. In our latest perspective, we seek to explain the disconnect: bit.ly/4hXQFFa

#Muni credit spreads have remained insensitive to climate risk which is surprising due to the fact that on paper, state and local governments have significant exposure to climate risk. In our latest perspective, we seek to explain the disconnect: bit.ly/4hXQFFa
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Treasury yields declined following the U.S. elections, as Republicans captured the Presidency and majorities in the U.S. Senate and House of Representatives. Our latest monthly commentary discusses further: bit.ly/3Da7kFw

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The #municipal bond market enters 2025 with strong but ebbing credit fundamentals, the potential for rising Municipal/Treasury ratios driven by increased issuance and weaker demand due to policy uncertainty, and tight credit spreads: bit.ly/3Pobyw8

The #municipal bond market enters 2025 with strong but ebbing credit fundamentals, the potential for rising Municipal/Treasury ratios driven by increased issuance and weaker demand due to policy uncertainty, and tight credit spreads: bit.ly/3Pobyw8
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Investment Grade corporate bond credit spreads remained at historically tight levels, ending 2024 in the first percentile of the 20-year range. Nick Elfner discusses more in his Corporate Bond Market Outlook: bit.ly/4fPRn57

Investment Grade corporate bond credit spreads remained at historically tight levels, ending 2024 in the first percentile of the 20-year range. Nick Elfner discusses more in his Corporate Bond Market Outlook: bit.ly/4fPRn57
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Treasury yields were moving higher through the first half of December, after a rally following the U.S. elections. Learn more in our latest market commentary: bit.ly/40HHUZ7

Treasury yields were moving higher through the first half of December, after a rally following the U.S. elections. Learn more in our latest market commentary: bit.ly/40HHUZ7
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Treasury yields declined during the second half of February through a sustained flight to quality, driven by fiscal policy concerns, softening economic data, and geopolitical issues: bit.ly/41tghSN

Treasury yields declined during the second half of February through a sustained flight to quality, driven by fiscal policy concerns, softening economic data, and geopolitical issues: bit.ly/41tghSN
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As a city’s population increases, a municipality’s credit profile can change rapidly. Population growth is typically a favorable credit factor but can introduce challenges as well. Our latest sustainable investing newsletter goes into more detail: bit.ly/4i5OBK4

As a city’s population increases, a municipality’s credit profile can change rapidly. Population growth is typically a favorable credit factor but can introduce challenges as well. Our latest sustainable investing newsletter goes into more detail: bit.ly/4i5OBK4
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Volatile investment markets throughout April reacted to shifting trade policy messaging, mixed economic readings, and President Trump’s expression of frustration with the Federal Reserve. Intermediate Treasury yields ended April lower. bit.ly/42Utwhu

Volatile investment markets throughout April reacted to shifting trade policy messaging, mixed economic readings, and President Trump’s expression of frustration with the Federal Reserve. Intermediate Treasury yields ended April lower. bit.ly/42Utwhu
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Uncertainty around fiscal deficits and trade policy dampened demand for Treasury bonds in May. Treasury yields increased month-over-month across the curve. bit.ly/4kyhOze

Uncertainty around fiscal deficits and trade policy dampened demand for Treasury bonds in May. Treasury yields increased month-over-month across the curve. bit.ly/4kyhOze