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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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Inside Non-QM: How Investors Are Accessing Mortgage Credit Opportunities

The non-QM market offers investors a growing, resilient source of mortgage credit, driven by evolving borrower demand and strong securitization support. This discussion highlights how a vertically integrated approach may provide aligned access to differentiated assets while navigating today’s shifting economic landscape.

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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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Clayton Triick on UBS On-Air Podcast: Navigating Today’s Fixed In...

Angel Oak’s Clayton Triick, CFA, joined UBS’s Leslie Falconio to discuss agency RMBS and broader trends in the housing market. Against a backdrop of market volatility and evolving interest rate expectations, they explore emerging opportunities in fixed income, the outlook for rates, and the importance of a selective, income-focused investment approach.

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Clayton Triick on UBS Trending: Wrong Time to Get Into the Housing Market?

Clayton Triick, CFA, sat down with UBS’s Anthony Pastore to explore what’s happening beneath the surface of today’s housing market, from moderating home price growth to ongoing affordability pressures driven by mortgage rates.

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Clayton Triick on NYSE TV: The Fed’s Path Forward Amid Latest Act...

Markets are looking beyond near-term volatility as improving sentiment, easing geopolitical pressures, and resilient U.S. fundamentals continue to support equities. Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined NYSE TV to discuss these trends and highlight opportunities in traditional fixed income, including mortgage- and asset-backed credit.

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Clayton Triick on Schwab Network: From High Yield to Housing, Credit Op...

Live from the New York Stock Exchange, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Schwab Network to discuss the evolving credit landscape. He shared why value is shifting toward mortgage-backed securities and how improving affordability continues to support constructive housing fundamentals.

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Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

 

High Yield Opportunities ETF Prospectus 

Income ETF Prospectus

Mortgage-Backed Securities ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

Total Return ETF Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions (High Yield Opportunities ETF Performance, Income ETF Performance, Mortgage-Backed Securities ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, Total Return ETF Performance, UltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

Important Social Media Disclosures

 

Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.

 

Investing involves risk. Principal loss is possible. Some Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio, may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic, and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities do. A non-diversified fund may be more susceptible to being adversely affected by a single corporate, economic, political, or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs, and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

Diversification does not guarantee a profit or protect from loss in a declining market.

Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.

Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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