Insights
Latest insights - page 9
Cheryl Pate on TD Ameritrade: Analyzing Regional Bank Stocks
Cheryl Pate shares her outlook for regional banks and the financial sector in the second half of the year.
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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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Cheryl Pate on TD Ameritrade: Areas of Inflation and Fed Tapering
Cheryl Pate shares her outlook on tapering from the Federal Reserve and how interest rates may pose opportunities among the banking sector.
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Finding Attractive Yield in Short-Term Strategies
Short-term fixed income markets still offer compelling opportunities; however, investors need to look outside traditional options to find attractive income.
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Cheryl Pate Assesses 1Q Bank Earnings
Portfolio Manager Cheryl Pate joined TD Ameritrade Network to share her latest insights on banking, credit and other attractive sectors following Q1 earnings.
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Cheryl Pate in S&P: U.S. Banks’ Loan Loss Provisions Shrink
Portfolio Manager Cheryl Pate breaks down the economic factors supporting strength within the banking sector as banks’ credit loss provisions dip to new lows.
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Cheryl Pate on CNBC Power Lunch: Rates Are Likely to Go Higher From Here
Portfolio Manager Cheryl Pate joined CNBC to discuss how inflation risks are impacting her overall market outlook and the sectors she believes investors could look to for growth.
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Outlook for Regional Banks in 2021
Cheryl Pate sees community bank debt benefitting from high current income, low duration and the potential for outsized total return. She prefers rated opportunities on larger end of the community bank debt spectrum to less liquid non-rated issuances.
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2021 Market Outlook
The vaccine is here, the Fed is at the zero bound until 2023, and the economic recovery is V-shaped. The ascent of risk assets has been profound.
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