Blog

Market Insights from the Bramshill Investments Team.

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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2018 February Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The fixed income markets experienced significant volatility in February. Meanwhile, our portfolio produced a total return of -0.27% net on the month, ...

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What if Bonds are NOT the Negatively Correlated Asset?

Let’s play out a “What If” scenario. What if, during the next major equity bear market, bonds (and their brethren, bond funds) are NOT the negatively correlated assets that they have typically been ...

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Q&A with Bramshill Investments: With Preferreds Exposure, How Might an Equity Market Drawdown Impact the Portfolio?

On our last Bramshill Investments quarterly webinar, an investor asked:  Q: Given Bramshill's exposure to preferred securities, how might the portfolio perform during an equity market drawdown?

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2018 January Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano January was an extremely challenging month for most fixed income markets. Looking at the Bloomberg Barclays Indexes, the U.S. Treasury Index was down ...

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2017 December Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Income Performance Strategy returned +0.17% in December contributing to a +1.59% net total return for 2017. Most fixed income asset classes were ...

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Why Long-Term Rates Could Move Higher in 2018?

If 10 year yields move up to 3%, how will your asset allocation respond? This is a conversation we are having with allocators on a regular basis. We think the risk is real and believe portfolios ...

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Our 3 Most Popular Blog Posts from 2017

Happy New Year! We sincerely appreciate you for reading our thoughts on the market. We hope this information has been useful. Below, we have highlighted our top 3 most popular blog posts from 2017. ...

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2017 November Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Prices deteriorated modestly in most of U.S. fixed income in November as U.S. Treasuries, corporate bonds and municipal bonds all posted negative ...

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