US Preferred Securities: Unique Characteristics from a Bramshill Perspective
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US Preferred Securities: Unique Characteristics from a Bramshill Perspective

With interest rates around the world at or approaching all time lows, income investors have an obvious motivation to look beyond their customary areas of market concentration. From its perspective as an unconstrained income investor, Bramshill believes that the U.S. market in preferred securities is quite compelling compared to most alternatives.

Oct 22, 2019
2019 September Portfolio Commentary
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2019 September Portfolio Commentary

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

Oct 16, 2019
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
Bramshill Investments Wins at Alt Credit Intelligence 2019 US Performance Awards
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Bramshill Investments Wins at Alt Credit Intelligence 2019 US Performance Awards

Bramshill Investments Wins at Alt Credit Intelligence 2019 US Performance Awards

Feb 15, 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