Bramshill investor letter

2016 - q4 - SOMETIMES YOU'RE THE WINDSHIELD

Concerned about interest rate risk and duration risk? Wondering how proposed Trump policies might impact your client’s fixed income allocation? Rethinking passive investment strategies and embracing a more tactical approach? At Bramshill Investments, we regularly share our market insights, macro analysis and tactical asset allocation assessments with RIAs, family offices, and institutional investors.

This quarter, Bramshill’s Investor Letter, Sometimes You’re the Windshield, includes market insights on one of the most challenging quarters for fixed income investors since 1987. We believe Bramshill’s tactical asset allocation approach served investors well.

In this commentary, you'll read about:

  • 2017 market outlook: Bramshill’s optimism is at a multi-year high; why? 
  • The “Trump Bump” and rising interest rates: what does it mean for fixed income investors? 
  • Risk reward dynamics: where are the best opportunities? Investment grade corporate bonds, high yield bonds, municipal bonds, preferred stocks, and U.S. Treasuries 
  • Much, much more about how to generate return while managing for risk!

Complete the form on this page to access the Investor Letter!


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