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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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Time to Pivot: Shifting from Cash to Bonds
With the Federal Reserve expected to continue cutting interest rates following Wednesday’s 50 basis point decrease, we believe now is an opportune time for investors to extend duration ahead of future Fed rate cuts.
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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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2Q24 Financial Strategies Income Term Trust Commentary
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Mortgage-Backed Securities: A Historic Opportunity in 2024
Given current valuations, the Angel Oak Portfolio Management team believes there is an opportunity to add mortgage-backed securities at some of the most compelling spreads and yields seen in decades.
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Angel Oak Strategic Credit Fund Breaks $100M Asset Mark
The interval fund, which invests primarily in non-agency residential mortgage-backed securities and other asset-backed securities, has delivered compelling risk-adjusted returns over its six-year lifespan–a span that has included periods of quite volatile investment environments.
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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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2Q24 High Yield Opportunities ETF Commentary
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2Q24 Mortgage-Backed Securities ETF Commentary
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2Q24 UltraShort Income Fund Commentary
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2024 Mid-Year Outlook
Angel Oak’s portfolio management team provides its views on what to expect from the fixed income markets in the second half of 2024. Three key takeaways from Angel Oak’s 2024 Mid-Year Outlook are 1) a consensus view of a soft landing, 2) the housing market remains strong, and 3) an overweight to securitized credit.
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