Blog

Market Insights from the Bramshill Investments Team.

2018 August Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +0.32% for the month of August, putting YTD returns at 3.06% (net of fees).  We believe the current ...

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2018 July Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +0.46% net in July, contributing to a +2.72% YTD total return. In July, interest rate volatility ...

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2018 June Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano  The Bramshill Income Performance Strategy produced a positive total return of +0.44% for the month putting our YTD returns at +2.29%.  June proved to ...

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2018 May Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Posting positive performance in fixed income, even in a rising rate environment, is something Bramshill has done consistently for many years. The ...

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2018 April Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Bramshill showed the importance of an active approach to fixed income last month.  The Income Performance Strategy performed extremely well, returning ...

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2018 March Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of -0.21% in March putting our YTD returns at +0.01%. All liquid markets experienced ...

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2018 February Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The fixed income markets experienced significant volatility in February. Meanwhile, our portfolio produced a total return of -0.27% net on the month, ...

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2018 January Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano January was an extremely challenging month for most fixed income markets. Looking at the Bloomberg Barclays Indexes, the U.S. Treasury Index was down ...

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2017 December Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Income Performance Strategy returned +0.17% in December contributing to a +1.59% net total return for 2017. Most fixed income asset classes were ...

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Why Long-Term Rates Could Move Higher in 2018?

If 10 year yields move up to 3%, how will your asset allocation respond? This is a conversation we are having with allocators on a regular basis. We think the risk is real and believe portfolios ...

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