Recent Posts
Trump Vs. Powell Update, Round 2
A few months back we mentioned a major battle we felt was going to heat up in the back half of 2018. You can click here if you missed it. In sum, we felt the battle between the market forces of the ...
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Bramshill Investments Nominated for Two Hedge Fund Awards
Alternative fixed income manager nominated second time for two hedge fund awards. Hackensack, NJ (September 27, 2018) – The Income Performance Strategy from Bramshill Investments has been nominated a ...
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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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Q&A with Bramshill Investments: Addressing Liquidity Concerns
On our last Bramshill Investments quarterly conference call, a couple of our investors asked the following questions: Q1: Are there any liquidity concerns across fixed income today given that dealer ...
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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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Trump vs. Powell
One major battle we are watching closely in the second half of 2018 is the epic tug of war playing out between the economic forces of the competing actions taken by President Donald Trump and Federal ...
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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 be ...
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How will Interest Rates React to Commodity Price Inflation?
If commodity price inflation continues, how will interest rates react? We have been debating this question internally for a while now as it has meaningful consequences across asset classes. For fixed ...
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The End of TINA
Remember “TINA,” that catchy acronym standing for “there is no alternative?” It was constantly being used to justify why equities were the only logical destination for your investment dollars. After ...
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Grant's Interest Rate Observer
Grant's Interest Rate Observer interviewed Bramshill on March 9, 2018. The full article is below or you may click here to view as a PDF. While you wait Something beyond the grudging yield on Warren ...
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