Insights
Latest insights - page 7
Q&A: Measuring Impact in the Financials Income Impact Fund
Members of the ANFIX management team discuss the role of ESG at both the company-wide and Fund-specific level, from integration within the overall investment process to how ESG principles are factored into the ANFIX investment strategy.
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Sam Dunlap in WSJ: Money managers are urging clients to buy bonds while...
CIO Sam Dunlap spoke to the Wall Street Journal about opportunities for investors to boost fixed-income holdings in a traditional portfolio.
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Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will p...
Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.
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2023 Financials Market Outlook
Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets of opportunity within the community bank space.
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2023 Market Outlook
The great bond bear market of 2022 left a swath of destruction in financial assets, especially within long-duration fixed income. While pandemics and wars are difficult to anticipate using typical macroeconomic indicators, our focus on sustainable fundamentals in high-quality areas of structured credit should position us to outperform over the long-run credit cycle as the bond bear market of 2022 has created years of total return potential. Bonds are the new stocks in 2023, and we encourage investors to take note of that when they assess the carnage of the 2022 bond bear market.
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Ward Bortz on TD Ameritrade Network: How to Use ETFs to Invest in Struc...
ETF Portfolio Manager Ward Bortz shares his outlook on interest rates in 2023 and tips for investing in structured credit using an ETF strategy.
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Compelling Relative Value Opportunities Within Agency MBS
David Wells and Abhi Kane explain that surging interest rate volatility and the resulting massive slowdown in housing activity have presented some of the most compelling investment opportunities in the agency mortgage market in years.
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Angel Oak Launches Income ETF Focused on Residential Mortgage Credit
Angel Oak delivered its second actively managed ETF product in as many weeks with the launch of $CARY. Learn more about the fund’s strong bias toward residential mortgage credit in this ETF Trends article.
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Angel Oak Capital Advisors Launches Income ETF Focused on Residential M...
The firm’s second actively managed exchange-traded fund will provide investors with the opportunity to invest primarily across U.S. structured credit with a strong bias toward residential mortgage credit.
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Q&A: Angel Oak Income ETF
Angel Oak’s portfolio management team provides an overview of the Angel Oak Income ETF, including what they believe differentiates its strategy.
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