Insights
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Angel Oak Borrower Stories
At the heart of every innovative mortgage solution is a real borrower story. See how Angel Oak’s dedication to non-QM lending grew from a firsthand understanding of the obstacles many deserving borrowers encounter when seeking financing beyond conventional guidelines.
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Clayton Triick on Schwab Network: Why a Slower Fed and Cooling Inflatio...
Recent economic data is reshaping market expectations and creating opportunities across asset classes. In his latest appearance on Schwab Network, Clayton Triick, CFA, discussed the implications of the recent jobs report, where he sees the most attractive opportunities in fixed income, and the consumer credit trends that could influence markets in the months ahead.
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Replay: 2026 Mid-Year Outlook and Portfolio Positioning
Against a backdrop of steady growth, meaningful shifts are emerging across the consumer, housing, and credit landscapes. Hear how Angel Oak is navigating these crosscurrents and where the team sees opportunities in the second half of 2026.
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2026 Mid-Year Outlook
A shifting macro backdrop—marked by moderating inflation expectations alongside a still-resilient labor market—is setting the stage for greater dispersion across fixed income in the second half of 2026. As credit risks begin to reemerge and spreads remain relatively tight, the environment increasingly favors an actively managed approach to generating income. Explore these dynamics and what they may mean for portfolio positioning in our 2026 Mid-Year Outlook.
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A New Volatility Regime Is Creating Opportunities in RMBS
Changing volatility dynamics are creating new opportunities in residential mortgage-backed securities, prompting investors to reassess risk, pricing, and portfolio strategy as value emerges across the market.
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Angel Oak Residential Credit Solutions for Insurance Companies
The NAIC’s recent update to risk-based capital rules could broaden life insurers’ access to residential mortgage loan investments by extending favorable capital treatment across more structures. In this piece, we explore how this shift may create new opportunities for efficient portfolio growth—and how Angel Oak is aiming to help insurers navigate them.
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Angel Oak Macro Blitz Podcast | June 2026
This month’s episode examines a stronger-than-expected payroll report that signals continued economic resilience—but with key caveats around sustainability. The team connects the dots across shifting Federal Reserve expectations, rising yields, and growing signs of consumer strain to deliver a more nuanced outlook for the second half of 2026.
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FINS Issues Preferred Shares, New Notes, and Sets Annual Meeting Date
The Angel Oak Financial Strategies Income Term Trust (FINS) announced strategic financing initiatives to enhance leverage and income generation, alongside announcing key proposals for its upcoming shareholder meeting.
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Replay: Building More Resilient Income Portfolios with the Angel Oak In...
What’s driving the rapid growth and resilience of Angel Oak’s CARY ETF? In this session, the team shares how a tactical, income-focused approach—spanning mortgages, corporates, and structured credit—has helped navigate volatility while delivering consistent returns.
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Angel Oak & Brookfield: Transforming a Residential Mortgage Lendin...
The U.S. residential mortgage market has undergone a structural shift. Bank lending standards have tightened, and documentation requirements have become more rigid. A growing number of high-quality borrowers are turning to private lenders to meet their mortgage financing needs—creating an attractive opportunity for investors seeking a return profile distinct from other areas of credit. Hear from leaders at Angel Oak and Brookfield on how the opportunity is unfolding.
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