2016 December Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy performed well in December, up +0.89%, which brings our full 2016 ...
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Yield Relative to Volatility: Why it Matters to Investor Psychology?
As fixed income investors, we understand RIA’s need for balance between active and passive investment strategies. We also understand the need for yield. However, we believe some investors are making ...
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2016 Blog Recap
With only a week left in 2016, the Bramshill team reflects on our blogs from this past year. We sincerely appreciate each of you for subscribing and reading our thoughts on the market. We hope this ...
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2016 November Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: In November, Treasury bonds posted their worst monthly returns (down -8.2% as measured by the Treaury ETF, ...
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Is the “Great Rotation” Upon Us? RIAs Reassess Risk in Fixed Income
The “Great Rotation” debate appears to be back. The term was originally coined by Bank of America Merrill Lynch (BAML) in 2011 and was used to describe the massive impending asset class shift of ...
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Got Quality Yield? Will Clients of RIAs Tolerate Drawdowns in Fixed Income?
RIAs, financial advisors or asset allocators have an incredibly difficult job in today’s environment. For RIAs, the objective of meeting your client’s return requirements given their risk tolerance ...
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Q&A with Bramshill Investments: Will Volatility Persist For Preferreds and Fixed Income Securities?
On our last Bramshill quarterly conference call, an investor asked: Q: Given the volatility in preferreds that we’ve experienced over the last week or so, and anticipating the Fed would raise rates a ...
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Got Quality Yield? Why Liquidity is Not Free
We talk to RIAs, wealth management firms, and institutional investors often. It’s one of the more fun parts of our jobs at Bramshill Investments. Since we consider our role as problem-solvers in ...
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2016 October Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: October was a challenging month for many fixed income markets with rising interest rates and repricing of ...
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Time to Play it Safe? Insights on Interest Rate Risk
At Bramshill Investments, we believe relative value and risk reward matter. There are times to take risk, and there are times to play it safe. Safe is sounding good to us at the moment. Given our ...
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