Blog

Market Insights from the Bramshill Investments Team.

Arthur DeGaetano

Recent Posts

Out of the Crisis Rises the Phoenix! How the Hurricanes Might Negatively Impact Your Bond Portfolio.

A lot has happened over the last few weeks. It’s almost enough to make your head spin. In an effort to understand the recent market movements and the overall impacts of the hurricanes, we’ve fielded ...

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2017 August Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned -1.32% on the month, putting our YTD return at +0.87%. If you recall, we have repeatedly expressed ...

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2017 July Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: July was a solid month of performance for the Bramshill Income Performance Strategy. The Strategy returned ...

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A Macro and Micro View of Current Interest Rates and Inflation

BRAMSHILL BLOG:  From the Desk of Art DeGaetano “Inflation will never return due to the technology revolution.” “High global debt levels will keep inflation low for decades to come” “Interest rates ...

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2017 June Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: June was a fairly benign month for the Bramshill Income Performance Strategy. The Strategy returned -0.08% ...

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2017 May Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy returned -0.64% for the month of May, putting YTD returns at ...

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2017 April Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy was +26 bps in April and its YTD return is now up +2.26% (net of ...

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Q&A with Bramshill Investments: Overweight Preferreds

On our last Bramshill Investments quarterly conference call, an investor asked: Q: How do you define overweight preferreds? Relative to what? What’s normal?

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2017 March Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy returned +0.43% net in March, contributing to a +1.99% YTD total ...

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Q&A with Bramshill Investments: Liquidity in Preferreds

On our last Bramshill Investments quarterly conference call, an investor asked: Q: Can you talk a little bit about the liquidity in preferreds? Is that of concern?

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