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2022 Mid-Year Outlook

This year has started as one for the record books. The traditional 60/40 portfolio is on track for its worst year on record, commodities are on pace for the most outperformance on record, the Fed hiked their target rate 75 basis points for the first time since 1994, and inflation is running at its highest annual pace since 1981. Angel Oak’s portfolio management team reviews how we got here and looks ahead to opportunities for the second half of the year.

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The Worst Bond Market Since 1842

The Angel Oak team explains why the destruction of the bond market has been so bad this year after only 75 basis points of Fed tightening and identifies attractive areas of fixed income with opportunities for continued outperformance.

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Sreeni Prabhu on Bloomberg Radio: Be Cautious in this Tumultuous Enviro...

Co-CEO Sreeni Prabhu offered his insights on the health of the U.S. consumer, the housing market, and opportunities in the structured credit market.

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Cheryl Pate on CNBC: We might be nearing the peak here in inflation

Cheryl Pate shares her outlook on consumer prices for the rest of 2022 and where there could be opportunities in the equity market.

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Cheryl Pate on CNBC: Banks and diversified financials outperform in ris...

Cheryl Pate explains the key factors influencing our outlook on inflation and why investors should consider opportunities in the financial sector in a rising rate environment.

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2022 Market Outlook

Chairman Jerome Powell has pivoted from transitory to persistent, and the time to prepare for interest rate liftoff is here. Fears of a Fed behind the curve on inflation has markets on edge heading into the final days of 2021.

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Angel Oak Capital Advisors joins the Partnership for Carbon Accounting ...

Angel Oak Capital Advisors, a leading provider of fixed income investment solutions, is now formally a signatory of the Partnership for Carbon Accounting Financials (PCAF).

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Attractive Investment Opportunities in Prime Jumbo 2.0

As most dislocations in structured credit caused by the COVID-19 pandemic have run their course, Angel Oak is now positioning for a longer-term expansion at the zero bound.

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Angel Oak Capital Becomes Signatory of NZAM Initiative

Angel Oak Capital Advisors, a leading provider of structured credit investment solutions, is now formally a signatory of the Net Zero Asset Managers Initiative.

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Angel Oak’s Cheryl Pate Believes Financials Will Outperform

Cheryl Pate weighs in on the latest market moves and shares her latest investment ideas in light of today’s CPI data.

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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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