Insights

Quarterly Fund Fact Sheets

Beyond the Rate Headlines: A CIO Perspective on Residential Credit

In this Q&A, Angel Oak CIO Namit Sinha joins Manish Valecha, Head of Capital Solutions, to discuss the outlook for residential mortgage credit, including Non-QM market dynamics, borrower behavior, prepayment trends, and the factors supporting mortgage credit fundamentals.

The Impact of the Fed’s Latest Rate Hike on Fixed Income Markets

The Federal Reserve’s latest rate hike underscores its commitment to restoring price stability while raising important questions about the trajectory of economic growth and monetary policy. In this piece, we examine the implications for fixed-income markets, including the outlook for interest rates, inflation, and key risks facing investors.

FINS Announces Results of 2026 Annual Meeting of Shareholders

Angel Oak Financial Strategies Income Term Trust announced the results of its 2026 Annual Meeting of Shareholders, with approximately 92% of outstanding shares represented and shareholders approving all key proposals, including trustee elections, governance updates, and the ratification of the Fund’s independent auditor.

Replay: U.S. Housing: Separating Headlines from Fundamentals

Beneath the housing headlines, borrower fundamentals remain surprisingly strong. Join Frank Ros, CAIA, and Clayton Triick, CFA, as they examine the state of the U.S. housing market, from affordability and home equity trends to mortgage credit fundamentals and the opportunities they see across today’s mortgage-backed securities market.

Non-QM at an Inflection Point: From Niche Sector to Core Allocation

Non-QM is no longer a niche sector. As origination volume grows, investor participation expands, and credit performance remains strong, the asset class continues to gain momentum among both institutional and individual investors. This whitepaper explores the factors driving that growth and examines why Non-QM is increasingly viewed as a core allocation within credit portfolios.

Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern...

Liquidity has become a strategic tool for insurers seeking to balance flexibility, capital efficiency, and return objectives. In this Q&A, Angel Oak’s Adam Beeler speaks with Coverys CIO Nico Santini, CFA, about building resilient insurance portfolios through thoughtful liquidity management, the role of securitized credit and ultrashort income strategies within a tiered liquidity framework, and the considerations that extend beyond performance when evaluating asset managers.

Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern...

Liquidity has become a strategic tool for insurers seeking to balance flexibility, capital efficiency, and return objectives. In this Q&A, Angel Oak’s Adam Beeler speaks with Coverys CIO Nico Santini, CFA, about building resilient insurance portfolios through thoughtful liquidity management, the role of securitized credit and ultrashort income strategies within a tiered liquidity framework, and the considerations that extend beyond performance when evaluating asset managers.

Q3 2026 Housing Chartbook

Angel Oak’s Housing Chartbook highlights a housing market in transition as inventory builds and regional performance diverges. Explore the latest data on housing fundamentals, mortgage credit, and policy developments shaping today’s housing market.

Angel Oak Macro Blitz Podcast | After Jackson Hole

Jackson Hole put the Federal Reserve back at the center of the market conversation. In this episode, we unpack the key messages from Chairman Kevin Warsh’s speech, what they could mean for the path of interest rates and inflation, and why housing affordability may improve over time even without a meaningful decline in home prices.