Latest insights - page 15
FOMC minutes: Downside risks justified cut, then hold
Potential downside risks from “global developments” persuaded most members of the Federal Open Market Committee to vote to cut the benchmark interest rate in October, and then to hold it.
Sam Dunlap on Yahoo Finance: GDP Beat Expectations
Sam Dunlap discusses his expectations from the FOMC meeting, where the team is finding value in volatile markets, and his outlook for the housing market.
Corporate Bonds May Be Paying Too Little Spread to Offset 4Q Selloff Risks
Risks of a U.S. corporate bond selloff often run high into the final months of the year when liquidity can get pinched and credit spreads widen.
Dailyalts: An Interview with Cheryl Pate, CFA®
Predominantly, we invest in “subordinated debt.” It’s a capital tool that banks have used for a number of years. However, it really only made its way down to the community bank space – which we define as banks with $30 billion in assets or below – in the post-crisis period.
Clayton Triick, CFA® Shares His Insights on the Structured Credit Space
Mutualfunds.com got to have a discussion with Clayton Triick, CFA, Senior Portfolio Manager of Angel Oak Capital Advisors, an investment management firm that offers a range of mutual funds focused on the fixed-income space.
Angel Oak UltraShort Income Fund Featured in Mutual Fund Observer
Clayton Triick manages Angel Oak UltraShort Income which launched in April 2018. He joined Angel Oak Capital Advisors in 2011 as an expert in the residential mortgage-backed securities markets, which is a subset of the larger asset-backed securities market.
Fed Will Lower Rates This Week, But Future Cuts Are No Sure Thing
Although the Federal Reserve has all but committed to cutting interest rates at its meeting this week, expectations for more accommodative monetary policy have undergone a sharp reversal over the past month. Mixed economic signals are making it hard even for the experts to get an accurate read on the nation’s economic health.
Sam Dunlap on Bloomberg Radio: U.S. Consumer Continues to Stand Out
Sam Dunlap shares his thoughts on the U.S. housing market and why the team favors U.S. residential mortgage credit.
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Uber Isn’t Turning a Profit Yet, but Some Investors made a Quick ...
Debt investors in ride-share company Uber Technologies UBER, -2.22% got a nice lift on Friday from the company’s new $1.2 billion bond sale. Strong demand for the high-yield bonds allowed the company to borrow more than its initial $750m target on Thursday, while paying investors yields of 7.5%.
Interest Rate Cuts Could Make These Bonds an Attractive Target
Bonds issued by home builders are signaling a pretty upbeat tone for the U.S. economy, even as U.S. recession fears linger.