Join Bramshill’s Founder and CIO, Art DeGaetano, as he assesses the most compelling opportunities across the US fixed income landscape including:
- Extending duration in portfolios is warranted
- Positioning in Investment Grade Jr. Subordinate Utilities with 6-7% yields
- Why we are positioned in higher quality securities and avoiding credit beta
- Nontaxable yields for offshore investors
- We envision approximate 20-25% total return portfolios over a three-year period