Insights
Latest insights - page 4
Commentary
Q&A: Angel Oak UltraShort Income ETF
Angel Oak’s portfolio management team discusses the firm’s decision to enter the ETF marketplace and explains what investors can expect from the Angel Oak UltraShort Income ETF.
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Finding Total Return Opportunities in Short-Term Strategies
Angel Oak’s portfolio management team explains why it believes that investors who have recognized the current value in short-term securitized credit should benefit over the intermediate term.
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Non-Agency Mortgage Relative Value
Sam Dunlap and David Wells explain the investment team’s belief that NA RMBS currently offers historically attractive risk-adjusted return opportunities, especially relative to investment grade and high yield corporate bonds.
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2022 Mid-Year Outlook
This year has started as one for the record books. The traditional 60/40 portfolio is on track for its worst year on record, commodities are on pace for the most outperformance on record, the Fed hiked their target rate 75 basis points for the first time since 1994, and inflation is running at its highest annual pace since 1981. Angel Oak’s portfolio management team reviews how we got here and looks ahead to opportunities for the second half of the year.
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The Worst Bond Market Since 1842
The Angel Oak team explains why the destruction of the bond market has been so bad this year after only 75 basis points of Fed tightening and identifies attractive areas of fixed income with opportunities for continued outperformance.
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2022 Market Outlook
Chairman Jerome Powell has pivoted from transitory to persistent, and the time to prepare for interest rate liftoff is here. Fears of a Fed behind the curve on inflation has markets on edge heading into the final days of 2021.
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Attractive Investment Opportunities in Prime Jumbo 2.0
As most dislocations in structured credit caused by the COVID-19 pandemic have run their course, Angel Oak is now positioning for a longer-term expansion at the zero bound.
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Interval Funds: ‘March’ing Forward
Read Angel Oak’s views on the advantages of interval funds and why the firm believes interval funds could be on the cusp of dramatic growth as assets potentially migrate from hedge funds to interval funds.
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2021 Mid-Year Outlook: Financials
Angel Oak’s financials team provides a mid-year performance update and discusses the positive tailwinds that make financial sector debt one of its highest conviction ideas.
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2021 Mid-Year Outlook
Angel Oak’s portfolio management team discusses performance in the first half of 2021 and explains how its strategies are positioned for potential opportunities in both structured and corporate credit for the remainder of the year.
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