Blog

Market Insights from the Bramshill Investments Team.

Q&A with Bramshill Investments: With Preferreds Exposure, How Might an Equity Market Drawdown Impact the Portfolio?

On our last Bramshill Investments quarterly webinar, an investor asked:  Q: Given Bramshill's exposure to preferred securities, how might the portfolio perform during an equity market drawdown?

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Fixed Income Perspectives: Long Only Doesn’t Necessarily Mean Only Long

Recent conversations with investors have revealed that many RIAs, family offices, and institutional investors are looking for “something different” in fixed income. It makes sense to us given that ...

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Could Investors Get Hurt in High Yield?

The Bloomberg Barclays US Corporate High Yield Index currently is yielding approximately 5.50%, or 400bps in spread. The green arrow illustrates where the high yield market is currently priced and ...

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Risk and Reward in Fixed Income Investments: Low Yield and Rising Duration

The above chart gives you a good idea of one the reasons we think the way we do at Bramshill Investments. As you probably noticed, the yield on the Bloomberg Barclays Aggregate Bond Index (AGG) has ...

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Bramshill Founder Art DeGaetano on MLPs and Convertible Preferreds

As the Chief Investment Officer and Founder of Bramshill Investments, Art DeGaetano harnesses fixed income market insights based on market theories but also real life experience. Recently, he ...

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Rising Treasury Yields Show Benefits of Tactical Asset Allocation

A government bond rout that began in Europe after a weak French debt auction is now making its way to the U.S. market—and hedge funds that built up bullish long-end Treasury wagers are looking for a ...

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Q&A with Bramshill Investments: Alpha Generation

On our last Bramshill Investments quarterly conference call, an investor asked:  Q: Are you getting more alpha from the calls you’re making on a particular asset class versus the credit work that ...

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Are RIAs Taking on More Risk for Less Yield?

The team at Bramshill has been fielding numerous questions about passive investing within fixed income. While we briefly discussed this topic during our most recent conference call in late April, we ...

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Dealing With Increased Interest Rate Volatility? Diverse Opinions from Five Veteran Bond Managers.

With the increased volatility in interest rates, it appears investor uncertainty is also on the rise. Since hitting a recent low of 1.36% back in July 2016, the rate on the 10-Year U.S. Treasury has ...

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Time to Play it Safe? Insights on Interest Rate Risk

At Bramshill Investments, we believe relative value and risk reward matter. There are times to take risk, and there are times to play it safe. Safe is sounding good to us at the moment. Given our ...

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