Insights
Latest insights - page 3
Clayton Triick on NYSE TV: How Traders Evaluate Tech Stocks Post Earnings
Clayton Trick, CFA, joined NYSE TV to discuss the recent market rotation out of tech following earnings, highlighting investors’ shift toward sectors and asset classes that benefit from higher yields—and why bonds are becoming increasingly attractive in the current environment.
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4Q25 Financial Strategies Income Term Trust Webcast
The FINS portfolio management team reflects on a strong year marked by double‑digit returns and the successful deployment of rights‑offering capital. They also highlight why they believe bank credit and related opportunities are poised for continued strength in 2026.
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Bigger Led, Smaller Could Run: The Case for Regional Banks
After a year dominated by the biggest banks, the overlooked regionals may finally be set to rebound. With cleaner balance sheets, improving credit, and valuations near decade lows, the next leg of the cycle could belong to the smaller players.
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Angel Oak Macro Blitz Podcast | February 2026
The team breaks down a pivotal moment for markets: a cooling labor backdrop, inflation eventually easing toward the low-2% range, and the prospects of a new Fed Chair who could meaningfully reshape policy. From shifting consumer behavior to potential balance-sheet tightening, the discussion spotlights the key developments investors should watch as 2026 begins.
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2026 Financials Outlook
The U.S. banking landscape is shifting, and 2026 may be the year “boring” banks finally take center stage. Angel Oak’s 2026 Financials Outlook highlights how easing rates, a friendlier regulatory environment, and a resurgence in M&A are setting the stage for regional and community banks to outperform their larger peers.
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Clayton Triick in S&P Global: U.S. Mortgage Rate Relief to Be Limi...
Tightening agency MBS spreads are helping create a steadier backdrop for mortgage rates, even as the 10-year Treasury remains rangebound. In a recent conversation with S&P Global, Clayton Triick, CFA, explained why investor opportunities in mortgage credit depend on more than just the direction of interest rates.
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Unlocking Alpha in Fixed Income: A Core-Plus Approach
Fixed income is entering a new era, and Core‑Plus strategies are leading the charge. In this whitepaper, we break down how a more flexible, research‑driven approach can tap into overlooked sectors to unlock opportunities traditional bond benchmarks miss.
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Replay: Angel Oak Funds Quarterly Update
Clayton Triick, CFA, and Frank Ros, CAIA, review fourth-quarter performance, cut through the noise in today’s fixed income markets, and highlight the trends they expect to shape 2026.
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Cheryl Pate on Bloomberg TV: Earnings Outlook & Regional Banks
Senior PM Cheryl Pate, CFA, joined Bloomberg TV to share her outlook for the upcoming earnings season and weigh in on the proposed credit card rate cap. She also discussed where she sees opportunities in regional banks. Watch her segment starting at the 13-minute mark.
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Clayton Triick on Schwab Network: Fed Moving Toward 3%, How That Impact...
Clayton Triick, CFA, Head of Portfolio Management, joined Schwab Network to share insights on the Federal Reserve’s latest meeting minutes, its anticipated move toward a 3% federal funds rate by 2026, and the growing appeal of active fixed income strategies in today’s market environment.
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