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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2018 May Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Posting positive performance in fixed income, even in a rising rate environment, is something Bramshill has done consistently for many years. The ...
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2018 April Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Bramshill showed the importance of an active approach to fixed income last month. The Income Performance Strategy performed extremely well, returning ...
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2018 March Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of -0.21% in March putting our YTD returns at +0.01%. All liquid markets experienced ...
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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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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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