Trump vs. Powell

Trump vs. Powell

One major battle we are watching closely in the second half of 2018 is the epic tug of war playing out between the economic forces of the competing actions taken by President Donald Trump and Federal Reserve Chairman, Jerome Powell.

Jul 20, 2018
2018 June Portfolio Commentary
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2018 June Portfolio Commentary

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

Jul 16, 2018
How will Interest Rates React to Commodity Price Inflation?
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How will Interest Rates React to Commodity Price Inflation?

Commodity price inflation continues to put pressure on interest rates. The team at Bramshill Investments discusses inflationary pressures, breakeven rates and what it all means for bond investors.

Jun 27, 2018
2018 May Portfolio Commentary
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2018 May Portfolio Commentary

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

Jun 12, 2018
2018 April Portfolio Commentary
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2018 April Portfolio Commentary

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

May 11, 2018
2018 March Portfolio Commentary
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2018 March Portfolio Commentary

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

Apr 17, 2018
The End of TINA
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The End of TINA

The perception of cash as an asset class is changing and it could have massive implications for risk assets. The team at Bramshill Investments discusses why higher discount rates could lead to a repricing in equities and fixed income.

Apr 02, 2018
Grant's Interest Rate Observer
Grant's Interest Rate Observer

Grant's Interest Rate Observer

Bramshill featured in Grant’s Interest Rate Observer. The alternative fixed-income manager discusses how corporate debt can be a minefield for investors in a rising-rate environment like today.

Mar 21, 2018
2018 February Portfolio Commentary
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2018 February Portfolio Commentary

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

Mar 20, 2018
What if Bonds are NOT the Negatively Correlated Asset?
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What if Bonds are NOT the Negatively Correlated Asset?

What if bonds are not the negatively correlated asset? The team at Bramshill Investments discusses why February 2018 was a potential warning sign.

Mar 08, 2018
Q&A with Bramshill Investments: With Preferreds Exposure, How Might an Equity Market Drawdown Impact the Portfolio?
Q&A with Bramshill Investments

Q&A with Bramshill Investments: With Preferreds Exposure, How Might an Equity Market Drawdown Impact the Portfolio?

The fixed income investors at Bramshill Investments discuss their exposure to preferreds and the potential impact to portfolio performance during an equity market drawdown.

Mar 01, 2018
2018 January Portfolio Commentary
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2018 January Portfolio Commentary

January 2018 market insights from the portfolio managers at Bramshill Investments, an absolute return fixed income firm.

Feb 21, 2018