Bramshill Investments Team

Posts by Bramshill Investments Team
2019 August Portfolio Commentary
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2019 August Portfolio Commentary

August market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Sep 16, 2019
2019 July Portfolio Commentary
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2019 July Portfolio Commentary

July market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Aug 13, 2019
2019 June Portfolio Commentary
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2019 June Portfolio Commentary

June market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Jul 17, 2019
2019 May Portfolio Commentary
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2019 May Portfolio Commentary

May market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Jun 13, 2019
2019 April Portfolio Commentary
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2019 April Portfolio Commentary

April market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

May 15, 2019
Trump Vs. Powell Update, Round 4,  Trump TKO?

Trump Vs. Powell Update, Round 4,  Trump TKO?

With the Fed effectively removed into their corner, the markets have been free to march back to their 2018 highs. In our opinion, we currently find ourselves in a rangebound market. If given a correction, we remain in the camp that the US remains a good place to deploy risk. GDP, while slowing in rate of change terms, isn’t falling precipitously. Reduced regulation and programs such as Opportunity Zones are essentially just getting started and will work towards bringing fresh capital towards blighted areas of the country. Our optimism is tempered by the fact that we are seeing wage inflation start to take hold which is always a late cycle occurrence. This should keep earnings margins, EPS and market multiples in check generally.

Apr 18, 2019
2019 March Portfolio Commentary
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2019 March Portfolio Commentary

March market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Apr 12, 2019
2019 February Portfolio Commentary
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2019 February Portfolio Commentary

February market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Mar 14, 2019
2019 January Portfolio Commentary
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2019 January Portfolio Commentary

January market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Feb 13, 2019
2018 December Portfolio Commentary
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2018 December Portfolio Commentary

December market insights from the portfolio managers at Bramshill Investments, an alternative fixed income manager.

Jan 14, 2019
Trump Vs. Powell Update, Round 3

Trump Vs. Powell Update, Round 3

Round 3 of the Trump vs Powell battle officially kicked off at the December FOMC meeting and the increasingly more important, Q&A session thereafter. Through Chairman Powell’s word choices, he delivered a devastating blow to risk assets and damaged Fed credibility in the process.

Jan 04, 2019
Bramshill Investments Nominated for Four AltCredit Intelligence Awards
2018 AltCredit Award Promo Pic

Bramshill Investments Nominated for Four AltCredit Intelligence Awards

Bramshill strategy nominated for four AltCredit Intelligence awards.

Dec 18, 2018