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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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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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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Top 3 Bramshill Blog Posts for 2017
With only a few days left until the first half of the year is behind us, the Bramshill team reflects on our top 3 most viewed blog posts from 2017. We sincerely appreciate each of you for subscribing ...
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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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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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Meet the Team | Stephen Selver: CEO
Work hard in silence, let your success be the noise. At Bramshill Investments, we are proud of the work we accomplish as a team—but we know that each remarkable, passionate individual brings ...
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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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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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