Insights
Latest insights - page 2
FINS Announces Results of 2026 Annual Meeting of Shareholders
Angel Oak Financial Strategies Income Term Trust announced the results of its 2026 Annual Meeting of Shareholders, with approximately 92% of outstanding shares represented and shareholders approving all key proposals, including trustee elections, governance updates, and the ratification of the Fund’s independent auditor.
Read article
Replay: U.S. Housing: Separating Headlines from Fundamentals
Beneath the housing headlines, borrower fundamentals remain surprisingly strong. Join Frank Ros, CAIA, and Clayton Triick, CFA, as they examine the state of the U.S. housing market, from affordability and home equity trends to mortgage credit fundamentals and the opportunities they see across today’s mortgage-backed securities market.
Watch video
Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern...
Liquidity has become a strategic tool for insurers seeking to balance flexibility, capital efficiency, and return objectives. In this Q&A, Angel Oak’s Adam Beeler speaks with Coverys CIO Nico Santini, CFA, about building resilient insurance portfolios through thoughtful liquidity management, the role of securitized credit and ultrashort income strategies within a tiered liquidity framework, and the considerations that extend beyond performance when evaluating asset managers.
Read article
Q3 2026 Housing Chartbook
Angel Oak’s Housing Chartbook highlights a housing market in transition as inventory builds and regional performance diverges. Explore the latest data on housing fundamentals, mortgage credit, and policy developments shaping today’s housing market.
Read commentary
Angel Oak Macro Blitz Podcast | After Jackson Hole
Jackson Hole put the Federal Reserve back at the center of the market conversation. In this episode, we unpack the key messages from Chairman Kevin Warsh’s speech, what they could mean for the path of interest rates and inflation, and why housing affordability may improve over time even without a meaningful decline in home prices.
Listen to audio
Clayton Triick on Bloomberg Radio: The Rate Debate Is Back
The market has quickly shifted from expecting rate cuts to debating the possibility of additional hikes. In this Bloomberg Radio interview, Clayton Triick, CFA, breaks down the evolving rate outlook, the key inflation trends to watch, and the implications for fixed income investors.
Watch video
2Q26 Financial Strategies Income Term Trust Webcast
Against a favorable backdrop for financials, the FINS portfolio management team provides insight into portfolio strategy, emerging opportunities across the banking sector, and the key drivers that could support performance in the months ahead.
Watch video
Clayton Triick on BBC TV: Weak U.S. Jobs Numbers Make Interest Rate Hik...
July’s employment report delivered a notable downside surprise, reigniting questions about the trajectory of the U.S. economy and the path of monetary policy. Clayton Triick, CFA, joined BBC News to discuss signs of a cooling labor market, the market’s mixed response to the data, and what it could mean for Federal Reserve expectations ahead of the September meeting.
Watch video
Replay: Angel Oak Funds Quarterly Update
The second quarter brought renewed market volatility, shifting rate expectations, and evolving opportunities across fixed income markets. In this webinar replay, the Angel Oak team discusses portfolio positioning, key performance drivers, and the themes shaping their outlook for the second half of the year.
Watch video
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.
Watch video