Bramshill Investments Team

Posts by Bramshill Investments Team
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
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Bramshill Investments Nominated for Four AltCredit Intelligence Awards

Bramshill strategy nominated for four AltCredit Intelligence awards.

Dec 18, 2018
2018 November Portfolio Commentary
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2018 November Portfolio Commentary

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

Dec 11, 2018
2018 October Portfolio Commentary
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2018 October Portfolio Commentary

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

Nov 13, 2018
2018 September Portfolio Commentary
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2018 September Portfolio Commentary

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

Oct 17, 2018
Trump Vs. Powell Update, Round 2

Trump Vs. Powell Update, Round 2

A few months back we spoke mentioned a major battle we felt was going to heat up in the back half of 2018. In sum, we felt the battle between the market forces of the policies the two men were espousing was then even-handed. We cautioned however that it was just the beginning and that “the momentum is changing. Powell’s forces are beginning to show signs of overpowering the president’s policies.”

Oct 12, 2018
Bramshill Investments Nominated for Two Hedge Fund Awards
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Bramshill Investments Nominated for Two Hedge Fund Awards

Bramshill strategy nominated for two HFM Week awards including their 40 Act Credit Award.

Sep 28, 2018