Bramshill Investments Blog

Fixed Income Perspectives: Long Only Doesn’t Necessarily Mean Only Long

Recent conversations with investors have revealed that many RIAs, family offices, and institutional investors are looking for “something different” in fixed income. It makes sense to us given that ...

2017 September Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano While September was a challenging month for many fixed income markets, the Bramshill Income Performance Strategy performed well returning +1.77% on the ...

Out of the Crisis Rises the Phoenix! How the Hurricanes Might Negatively Impact Your Bond Portfolio.

A lot has happened over the last few weeks. It’s almost enough to make your head spin. In an effort to understand the recent market movements and the overall impacts of the hurricanes, we’ve fielded ...

2017 August Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned -1.32% on the month, putting our YTD return at +0.87%. If you recall, we have repeatedly expressed ...

Could Investors Get Hurt in High Yield?

The Bloomberg Barclays US Corporate High Yield Index currently is yielding approximately 5.50%, or 400bps in spread. The green arrow illustrates where the high yield market is currently priced and ...

Risk and Reward in Fixed Income Investments: Low Yield and Rising Duration

The above chart gives you a good idea of one the reasons we think the way we do at Bramshill Investments. As you probably noticed, the yield on the Bloomberg Barclays Aggregate Bond Index (AGG) has ...

Bramshill Founder Art DeGaetano on MLPs and Convertible Preferreds

As the Chief Investment Officer and Founder of Bramshill Investments, Art DeGaetano harnesses fixed income market insights based on market theories but also real life experience. Recently, he ...

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 ...

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 ...

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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Market Insights from the Bramshill Investments Team.