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Market Insights from the Bramshill Investments Team.

Q&A with Bramshill Investments: Overweight Preferreds

On our last Bramshill Investments quarterly conference call, an investor asked: Q: How do you define overweight preferreds? Relative to what? What’s normal?

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2017 March Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy returned +0.43% net in March, contributing to a +1.99% YTD total ...

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Q&A with Bramshill Investments: Liquidity in Preferreds

On our last Bramshill Investments quarterly conference call, an investor asked: Q: Can you talk a little bit about the liquidity in preferreds? Is that of concern?

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2017 February Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy produced a strong month of performance in February with a total ...

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2017 January Portfolio Commentary

BRAMSHILL BLOG:  From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy produced a strong month of performance in January with a total ...

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Got Quality Yield? Recapping the Five Metrics for Fixed Income Investors

At Bramshill Investments we manage absolute return solutions in fixed income and income-producing assets. Our philosophy of relative-value investing in income-producing securities leads us to ...

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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 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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