Insights
Latest insights - page 7
2025 Mid-Year Outlook
Fixed income markets have shown surprising strength in 2025, offering stability amid economic uncertainty and evolving interest rate policy. Angel Oak’s 2025 Mid-Year Outlook explores key developments across housing, credit, inflation, and monetary policy, and what they may signal for investors in the second half of the year.
Read commentary
Securitization 101: A Primer on Structured Finance
Explore how securitization is transforming financial markets — turning everyday loans into powerful investment tools. This whitepaper breaks down the process, products, and post-crisis reforms that are creating smarter, safer opportunities for today’s investors.
Read commentary
Navigating the Future of CECL: A Conversation with SS&C EVOLV
In this podcast, Angel Oak’s Adam Beeler and SS&C EVOLV’s Theresa Meawad discuss how insurers are tackling the challenges of CECL accounting amid a volatile credit environment. They highlight strategies for building scalable, auditable credit loss models and meeting evolving regulatory demands.
Listen to audio
Navigating the Future of CECL: A Conversation with SS&C EVOLV
With residential mortgage loans (RMLs) playing a growing role in insurers’ portfolios, precision in CECL modeling and loan accounting is more critical than ever. This Q&A explores how SS&C EVOLV works to deliver comprehensive, scalable solutions to help firms navigate regulatory complexity, enhance transparency, and future-proof their financial reporting.
Read article
Mortgage-Backed Securities: A Historic Opportunity for the Second Half ...
As trade policy uncertainty and evolving interest rate expectations reshape market dynamics, residential mortgage-backed securities are coming into sharper focus. In this piece, Angel Oak explores why current spread levels and housing fundamentals may set the stage for a compelling fixed income opportunity in the second half of 2025.
Read commentary
Oversubscribed FINS Rights Offering Enables Angel Oak to Deploy Capital...
Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) shares a performance update and details on capital deployment following its oversubscribed $110.4 million rights offering, highlighting its strategic investment focus on high-coupon bank debt amid improving market conditions.
Read article
Active Management Advantage
Discover how active management in ETFs has the potential to unlock higher returns by capitalizing on credit spreads, sector opportunities, and strategic positioning, while passive strategies may leave yield on the table.
Read commentary
Frank Ros on Fox Business: Investors are Concerned about Future Middle ...
How can investors position themselves amid evolving market conditions? Senior Market Strategist Frank Ros, CAIA, joined Mornings with Maria on Fox Business Network to discuss geopolitical uncertainty, his outlook for next week’s FOMC meeting, and where he sees compelling opportunities in fixed income.
Watch video
Clayton Triick on Schwab Network: Rates Hitting Low Three Percents in 2026
Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined Schwab Network to discuss recent economic data, including inflation and the jobs reports. He also shared his outlook on interest rate cuts through the end of 2025.
Watch video
Replay: Unlocking Opportunities in Corporate Credit and CLOs
In this replay of our June webinar, Berkin Kologlu and Frank Ros, CAIA, explore the current state of corporate credit and collateralized loan obligations (CLOs) — two sectors that are front and center for fixed income investors in today’s environment.
Watch video