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Clayton Triick on Schwab Network: Why a Slower Fed and Cooling Inflatio...
Recent economic data is reshaping market expectations and creating opportunities across asset classes. In his latest appearance on Schwab Network, Clayton Triick, CFA, discussed the implications of the recent jobs report, where he sees the most attractive opportunities in fixed income, and the consumer credit trends that could influence markets in the months ahead.
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Clayton Triick on UBS On-Air Podcast: Navigating Today’s Fixed In...
Angel Oak’s Clayton Triick, CFA, joined UBS’s Leslie Falconio to discuss agency RMBS and broader trends in the housing market. Against a backdrop of market volatility and evolving interest rate expectations, they explore emerging opportunities in fixed income, the outlook for rates, and the importance of a selective, income-focused investment approach.
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Clayton Triick on UBS Trending: Wrong Time to Get Into the Housing Market?
Clayton Triick, CFA, sat down with UBS’s Anthony Pastore to explore what’s happening beneath the surface of today’s housing market, from moderating home price growth to ongoing affordability pressures driven by mortgage rates.
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Clayton Triick on NYSE TV: The Fed’s Path Forward Amid Latest Act...
Markets are looking beyond near-term volatility as improving sentiment, easing geopolitical pressures, and resilient U.S. fundamentals continue to support equities. Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined NYSE TV to discuss these trends and highlight opportunities in traditional fixed income, including mortgage- and asset-backed credit.
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Clayton Triick on Schwab Network: From High Yield to Housing, Credit Op...
Live from the New York Stock Exchange, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Schwab Network to discuss the evolving credit landscape. He shared why value is shifting toward mortgage-backed securities and how improving affordability continues to support constructive housing fundamentals.
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Clayton Triick on Bloomberg Radio: Volatility Reveals Credit Opportunities
Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Bloomberg Radio to discuss emerging opportunities in mortgage‑ and asset‑backed securities as yields have become increasingly attractive relative to corporate credit. He also pointed to signs of improving housing affordability, noting that mortgage rates have stabilized around 6%.
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Cheryl Pate on Bloomberg TV: Credit Holding Strong at Regional Banks
Senior PM Cheryl Pate, CFA, joined Bloomberg TV to share Angel Oak’s outlook on regional banks and the financial sector. As earnings begin, she highlighted resilient credit and improving operating leverage that are supporting steady regional bank performance amid shifting rate and regulatory conditions.
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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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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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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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