Insights
Latest insights - page 8
Bulled Up on Banks
The series of recent events in the U.S. banking sector has resulted in a significant loss of confidence in the space, and the resulting regulatory response may be like that seen in the wake of the Global Financial Crisis. For investors, opportunities like this are rare. Learn why Angel Oak’s financials team remains convinced in the soundness of the banking system and its ability to emerge stronger.
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Q&A: Senior PM Cheryl Pate Discusses Current U.S. Banking Landscap...
In this Q&A, Cheryl Pate, CFA, provides an overview of financials credit at Angel Oak, the team’s process for assessing community and regional banks, and potential opportunities amid recent market volatility.
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The Front End is Alive
The Federal Reserve’s inflation battle has brought the front end of the yield curve to life. Sam Dunlap and David Wells urge investors to rethink their views on ultra-short strategies, as they now have the potential to deliver high income with possible price appreciation within a diversified fixed income allocation.
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4Q22 Financial Strategies Income Term Trust Quarterly Update Video
Watch the 4Q22 Financial Strategies Income Term Trust Quarterly Update below.
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Angel Oak Issues First Securitization of 2023
Angel Oak announced the issuance of AOMT 2023-1, an approximately $580.5 million securitization backed in part by loans originated by Angel Oak affiliated lending companies.
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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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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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