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Market Insights from the Bramshill Investments Team.

Bramshill Investments Team

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2019 September Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano September was a challenging month for many fixed income markets. Meanwhile, The Bramshill Income Performance Strategy performed relatively well ...

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2019 August Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of -0.51% in August, putting our YTD returns at +7.38%. The month of August was ...

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2019 July Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of +0.68% in July, putting our YTD returns at +7.93%. All liquid markets experienced ...

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2019 June Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a strong month of performance in June, with a total return of 0.82%. The Strategy has returned 7.20% ...

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2019 May Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano May was a volatile month for risk assets as the S+P 500 Index sold off by -6.35% and the 10-year US Treasury yield fell by -33bps, 2.50% to 2.07%). The ...

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2019 April Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy performed well in April, up +1.03%, which brings our YTD 2019 performance to +6.59%. Volatility was low for ...

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Trump Vs. Powell Update, Round 4,  Trump TKO?

“Its OK Jerome, you can go back to your corner now… Thanks” We have been opining for a while now on the battleground between these two market movers. In Round 1 back in July of 2018, we felt the ...

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2019 March Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +0.39% net in March, contributing to a+5.50% YTD net total return. Earlier this year, we highlighted ...

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2019 February Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +1.27% net in February, contributing to a +5.09% YTD net total return. In 2019, the portfolio has ...

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2019 January Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano In one of the best months since inception, the Bramshill Income Performance Strategy performed very well in January, up +3.77%. If you recall, we had ...

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