Blog

Market Insights from the Bramshill Investments Team.

Arthur DeGaetano

Recent Posts

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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2017 November Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Prices deteriorated modestly in most of U.S. fixed income in November as U.S. Treasuries, corporate bonds and municipal bonds all posted negative ...

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2017 October Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned -0.99% for the month of October, putting YTD returns at +1.64% net. With the backdrop of a robust ...

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2017 September Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano While September was a challenging month for many fixed income markets, the Bramshill Income Performance Strategy performed well returning +1.77% on the ...

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