Bramshill’s Founder and CIO, Art DeGaetano, assesses the most compelling opportunities across the US fixed income landscape including:

Playing defense during periods of overvaluation, playing offense during periods of volatility and duress. We will review our current portfolio positioning and how we expect the portfolio to act under various scenarios
Examine our relative value analysis across IG, PFDs, HY, Structure Products, and Treasuries
Review our research bullpen themes and where we are anticipating future allocations
Discuss current government policies, geopolitics, and economic aspects which all can affect prices of fixed income securities
Review our various portfolio construction across high quality liquid portfolios producing 6-8% yields