Bramshill Investor Letter

2018 - Q2 - Quarterly Review

In our Mid-Year Investor Letter, we explain why we remain defensively positioned. Our portfolio reflects the view that higher long-term interest rates lie ahead. However, Bramshill's defensive positioning continues to produce positive returns in one of the most challenging fixed income environments we've ever seen.

In this commentary, you will explore:

• Impact of a flat yield curve on the economy and fixed income markets

• Potential for changes to the Federal Reserve balance sheet

• Warning signs for US investment grade market

• Much, much more about how to generate return while managing for risk

Complete the form on the right to access the market insights in our Investor Letter!