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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.

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Angel Oak FINS Files Definitive Proxy for Special Meeting

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has filed a proxy statement for a September 26, 2025 special meeting, where shareholders will vote on a new investment advisory agreement—substantially identical to the existing one—required due to Brookfield Asset Management’s proposed majority investment in Angel Oak Capital Advisors.

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Replay: Angel Oak Funds’ Performance and Positioning Update

Markets are shifting, the Fed’s next move is in focus, and fixed income is quietly delivering. The replay of Angel Oak’s August webinar provides insights on the macro backdrop, fund performance, and where opportunities may emerge through the rest of 2025.

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Q3 2025 Housing Chartbook

Angel Oak’s Housing Chartbook breaks down how rising inventory, high interest rates, and strong borrowers are shaping today’s housing market.

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Angel Oak FINS Sets Record Date and Date for Special Meeting of Shareho...

FINS will hold a special shareholder meeting on September 26, 2025, to vote on a new advisory agreement tied to Brookfield’s acquisition of Angel Oak, as the Fund continues to perform well and considers governance enhancements.

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Angel Oak Macro Blitz Podcast | July 2025

Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Fed policy in the months ahead.

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Cheryl Pate on Bloomberg Markets: Investors Process Big Bank Earnings a...

Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg TV to explain why she continues to see value in regional bank bonds, outline the key drivers of loan growth, and discuss how rising M&A activity could impact the banking landscape.

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Clayton Triick on Bloomberg Daybreak Asia: The Fed’s Path Ahead

Where can investors find value in today’s market? Clayton Triick, CFA, recently joined Bloomberg Daybreak: Asia Edition to discuss the evolving investment landscape. He shares insights on the outlook for interest rates, the potential impact of tariffs on inflation, and what labor and housing market trends suggest about the broader economy.

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2Q25 UltraShort Income Fund Commentary

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2Q25 Multi-Strategy Income Fund Commentary

   

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2Q25 UltraShort Income ETF Commentary

   

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Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

 

High Yield Opportunities ETF Prospectus 

Income ETF Prospectus

Mortgage-Backed Securities ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions (High Yield Opportunities ETF Performance, Income ETF Performance, Mortgage-Backed Securities ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, UltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

Important Social Media Disclosures

 

Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.

 

Investing involves risk. Principal loss is possible. Some Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio, may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic, and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities do. A non-diversified fund may be more susceptible to being adversely affected by a single corporate, economic, political, or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs, and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

Diversification does not guarantee a profit or protect from loss in a declining market.

Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.

Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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