Join Bramshill’s Founder and CIO, Art DeGaetano, as he assess the most compelling opportunities across the US fixed income landscape including:
- House views behind spreads, liquidity, duration, and credit quality
- High quality asset backed Structured Products remain our best relative value position
- Portfolio shifts expecting lower inflation moving against the current spirit of the market
- Extending duration into reductions of deficits, spending, debt levels and government involvement
- Maturing Preferreds reallocating to newer issue Junior Subordinated debt
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