Insights
View our latest insights
Mortgage-Backed Securities: A Historic Opportunity for the Second Half ...
As trade policy uncertainty and evolving interest rate expectations reshape market dynamics, residential mortgage-backed securities are coming into sharper focus. In this piece, Angel Oak explores why current spread levels and housing fundamentals may set the stage for a compelling fixed income opportunity in the second half of 2025.
Read commentary
Active Management Advantage
Discover how active management in ETFs has the potential to unlock higher returns by capitalizing on credit spreads, sector opportunities, and strategic positioning, while passive strategies may leave yield on the table.
Read commentary
Replay: Unlocking Opportunities in Corporate Credit and CLOs
In this replay of our June webinar, Berkin Kologlu and Frank Ros, CAIA, explore the current state of corporate credit and collateralized loan obligations (CLOs) — two sectors that are front and center for fixed income investors in today’s environment.
Watch video
Clayton Triick on UBS Trending: Summer of Mortgage-Backed Securities?
With mortgage rates hovering near 7%, mortgage-backed securities are standing out with attractive yields amid ongoing market uncertainty. Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined UBS Trending to unpack the risks, rewards, and emerging trends in today’s evolving fixed income landscape.
Listen to audio
Angel Oak FINS Announces Preliminary Results of Rights Offering
Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) announced the successful completion of its oversubscribed rights offering, highlighting strong investor interest.
Read article
Replay: Maximizing Total Return with the Angel Oak Income ETF
In today’s market, flexibility can make all the difference. Watch as Clayton Triick, CFA and Frank Ros, CAIA, explain how the Angel Oak Income ETF (Ticker: CARY) is navigating credit cycles and identifying high-conviction opportunities across securitized and corporate credit.
Watch video
Opportunities in Agency and Non-Agency RMBS
The Angel Oak team highlights a compelling opportunity in agency and non-agency RMBS, driven by strong housing fundamentals, low prepayment risk, and favorable relative value versus corporate credit.
Read commentary
Replay: Angel Oak Funds Quarterly Update
Clayton Triick, CFA, and Frank Ros, CAIA, offer valuable insights on first-quarter performance, navigating rate volatility, and understanding the key market dynamics shaping the future of securitized credit.
Watch video
Clayton Triick on Bloomberg Daybreak Asia
Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined Bloomberg Daybreak Asia Radio to discuss the impact of ongoing tariff negotiations on the U.S. economy, key expectations for next week’s Federal Open Market Committee meeting, and his outlook on inflation and growth.
Listen to audio
Frank Ros on Schwab Network: Cracks Showing in Corporate Credit as Bank...
Senior Market Strategist Frank Ros, CAIA, joined Schwab Network to discuss corporate credit conditions and the attractive opportunities he sees in mortgage-backed securities, driven in part by strong housing demand and other key factors.
Watch video
2025 Market Outlook
Discover key strategies for fixed income investors in 2025, including prioritizing diversification with an overweight to U.S. fixed income, utilizing income strategies to enhance returns, focusing on securitized credit and agency mortgages, and expecting stable homeowner credit with moderate home price growth.
Read commentary