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Webinars
Replay: Positioning Fixed Income Portfolios for the Future
In this replay of our October webinar, Angel Oak’s Clayton Triick, CFA and Frank Ros, CAIA, examine current market opportunities, the impact of a rapidly cutting Federal Reserve on fixed income portfolios, the rationale for overweighting the belly of the curve, and whether investors should prioritize income or duration in their strategies.
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Replay: Mortgage-Backed Securities: The Cheapest in Two Decades
In this replay of our September webinar, Angel Oak’s Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, and Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, share compelling investment opportunities in mortgage-backed securities and structured credit, and discuss why they believe now is an ideal time to boost fixed-income allocations.
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Replay: A Tale of Two Consumers
In this conversational webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, discuss the U.S. consumer, a critical driver of economic growth. Key topics include renters vs. owners, consumer sentiment, and pockets of lower-end borrower stress.
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Replay: The Next Bond Wave
In this webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, discuss the case for bonds versus stocks amid robust housing fundamentals and the consensus view of a soft landing–ultimately sharing what they expect from fixed income markets over the next six to 12 months.
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Replay: A Deep Dive into the U.S. Housing Market
In this webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, share important insights on the U.S. housing market, including the housing supply/demand picture moving forward and what the future of interest rates may mean for the housing supply and cost of homes.
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Replay: Moving Cash off the Sidelines and into Higher Yielding Short-Te...
In this conversational webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, answer the top questions they’re hearing from advisors about the fixed income markets and when to rotate from cash into shorter-duration fixed income strategies.
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Replay: Opportunities in Short-Term Structured Credit
Portfolio Manager Clayton Triick, CFA, discusses opportunities in the short-duration credit space and explains why now could be an opportune time for fixed-income investors to move cash off the sidelines and gain a potential yield advantage with UYLD.
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