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Frank Ros on BNN Bloomberg: Investors Shift to Bond ETFs for Yield and ...
Senior Market Strategist Frank Ros, CAIA, joined BNN Bloomberg to discuss the growing momentum behind active ETFs, highlighting Angel Oak’s CARY and MBS ETFs as compelling options for investors seeking income and exposure to often-overlooked segments of the market.
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Replay: What to Expect from the Housing Market in 2026
Angel Oak’s latest housing webinar breaks down the key forces shaping today’s mortgage and housing markets, from slowing home price appreciation and improving affordability to increasing regional divergence.
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Q4 2025 Housing Chartbook
Angel Oak’s Housing Chartbook captures a market slowly rebalancing as inventory builds and affordability edges higher. Solid borrower fundamentals and historic levels of equity remain key anchors amid rate pressure.
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Angel Oak Macro Blitz Podcast | Banks Return to MBS
After years on the sidelines, banks are returning to mortgage-backed securities. This episode explores the forces driving the shift, from stronger balance sheets to a steepening yield curve, and what it signals for long-term MBS demand.
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Clayton Triick on NYSE TV: How Traders Evaluate Tech Stocks Post Earnings
Clayton Trick, CFA, joined NYSE TV to discuss the recent market rotation out of tech following earnings, highlighting investors’ shift toward sectors and asset classes that benefit from higher yields—and why bonds are becoming increasingly attractive in the current environment.
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4Q25 Financial Strategies Income Term Trust Webcast
The FINS portfolio management team reflects on a strong year marked by double‑digit returns and the successful deployment of rights‑offering capital. They also highlight why they believe bank credit and related opportunities are poised for continued strength in 2026.
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Bigger Led, Smaller Could Run: The Case for Regional Banks
After a year dominated by the biggest banks, the overlooked regionals may finally be set to rebound. With cleaner balance sheets, improving credit, and valuations near decade lows, the next leg of the cycle could belong to the smaller players.
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Angel Oak Macro Blitz Podcast | February 2026
The team breaks down a pivotal moment for markets: a cooling labor backdrop, inflation eventually easing toward the low-2% range, and the prospects of a new Fed Chair who could meaningfully reshape policy. From shifting consumer behavior to potential balance-sheet tightening, the discussion spotlights the key developments investors should watch as 2026 begins.
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2026 Financials Outlook
The U.S. banking landscape is shifting, and 2026 may be the year “boring” banks finally take center stage. Angel Oak’s 2026 Financials Outlook highlights how easing rates, a friendlier regulatory environment, and a resurgence in M&A are setting the stage for regional and community banks to outperform their larger peers.
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Clayton Triick in S&P Global: U.S. Mortgage Rate Relief to Be Limi...
Tightening agency MBS spreads are helping create a steadier backdrop for mortgage rates, even as the 10-year Treasury remains rangebound. In a recent conversation with S&P Global, Clayton Triick, CFA, explained why investor opportunities in mortgage credit depend on more than just the direction of interest rates.
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2026 Market Outlook
As the Federal Reserve signals a dovish shift and AI-driven productivity reshapes the economy, investors face a year of volatility and opportunity. Active fixed income and securitized credit stand out, while housing and consumer trends hint at policy changes that could redefine markets. Learn more about these themes and other key developments in our 2026 Market Outlook.
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