Blog

Market Insights from the Bramshill Investments Team.

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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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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2017 October Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned -0.99% for the month of October, putting YTD returns at +1.64% net. With the backdrop of a robust ...

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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 ...

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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 ...

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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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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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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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