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

Review Relative Value across Preferreds vs Jr. Subordinated debt, Asset-backed structured products, and both asset class and sector specific fixed income ETFs
Discuss extending duration with positively convex investment grade rated securities
Positioning portfolios looking beyond Federal Reserve interest rate cuts… “where is the hockey puck going”
Envisioning 20% plus returns across a 3 year forward time period
Why two key focus themes for us are longer dated interest rates and the upcoming midterm elections in 2026