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Angel Oak Private Strategies: Non-Agency Market Update and Outlook
In this piece, Angel Oak provides an update on the Non-Agency (Non-QM) market and what to expect in 2025. Covered topics include market growth, securitization issuance trends, credit performance and prepayment speeds, and Angel Oak’s differentiated investment strategy.
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Replay: Charting a Path Through 2025: Investment Insights for the Year ...
Angel Oak’s January webinar features a discussion between Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, and Frank Ros, CAIA, Divisional Head of Sales – East about their outlook for the fixed income markets in 2025. Learn why we believe diversification and income strategies are key to enhancing returns and navigating the market in the year ahead.
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2025 Market Outlook
Discover key strategies for fixed income investors in 2025, including prioritizing diversification with an overweight to U.S. fixed income, utilizing income strategies to enhance returns, focusing on securitized credit and agency mortgages, and expecting stable homeowner credit with moderate home price growth.
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Mortgage-Backed Securities: Fed Rate Cut Enhances Opportunity for 2025
The Federal Reserve’s December 18, 2024, decision to cut its target range by 25 basis points while also continuing to reduce its holdings of Treasuries and agency MBS is expected to steepen the yield curve and tighten MBS spreads relative to corporate debt throughout 2025.
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Replay: A Deep Dive into Angel Oak’s ETF Platform
Angel Oak’s December webinar features Frank Ros, CAIA, Divisional Head of Sales – East, speaking with Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, about Ward’s experience growing Angel Oak’s ETF offerings to a $1.5 billion platform in just two years. This wide-ranging conversation touches on the increasing sophistication of ETFs, their liquidity and transparency advantages, and their growth potential.
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Angel Oak Capital Advisors Announces Listing Transfer to Nasdaq for ETFs
Angel Oak announces that, effective on or about December 20, the stock exchange listings for its four ETFs will be transferred to The Nasdaq Stock Market LLC (Nasdaq) from the New York Stock Exchange Arca Inc.
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Angel Oak Capital Advisors’ ETF Platform Reaches Two-Year Anniversary
Angel Oak’s $1.4B AUM ETF platform celebrates its two-year anniversary. This milestone showcases investors’ demand for Angel Oak’s actively managed solutions and its long-time expertise in the fixed-income space.
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A Deep Dive into Non-Agency Credit Performance
Asset-based investing has gained significant traction recently as private credit managers seek new opportunities in areas with contractual cash flows and hard assets. In this piece, we highlight how Angel Oak is leading the way in providing access to the non-agency residential mortgage sector, where credit performance has been exceptional post-global financial crisis.
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Replay: Positioning Fixed Income Portfolios for the Future
In this replay of our October webinar, Angel Oak’s Clayton Triick, CFA and Frank Ros, CAIA, examine current market opportunities, the impact of a rapidly cutting Federal Reserve on fixed income portfolios, the rationale for overweighting the belly of the curve, and whether investors should prioritize income or duration in their strategies.
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Cheryl Pate on Bloomberg Businessweek: Big Bank Earnings
After a strong start to earnings season, Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg Businessweek to break down the earnings reports from several big banks. Listen to the full interview near the 2:00 mark.
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