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Commentary - page 2

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.

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Mortgage-Backed Securities: Fed Rate Cut Enhances Opportunity for 2025

The Federal Reserve’s December 18, 2024, decision to cut its target range by 25 basis points while also continuing to reduce its holdings of Treasuries and agency MBS is expected to steepen the yield curve and tighten MBS spreads relative to corporate debt throughout 2025.

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3Q24 Financial Strategies Income Term Trust Commentary

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Time to Pivot: Shifting from Cash to Bonds

With the Federal Reserve expected to continue cutting interest rates following Wednesday’s 50 basis point decrease, we believe now is an opportune time for investors to extend duration ahead of future Fed rate cuts.

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Overlooked Risks in AAA-Rated CLOs

Angel Oak’s PM Team outlines their view that investors should look to lock-in higher yields and diversify their short-duration allocations, as the fixed-income winners of the past 24 months–during the Federal Reserve’s tightening campaign–may not be the winners of the next 24 months.

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2024 Mid-Year Outlook

Angel Oak’s portfolio management team provides its views on what to expect from the fixed income markets in the second half of 2024. Three key takeaways from Angel Oak’s 2024 Mid-Year Outlook are 1) a consensus view of a soft landing, 2) the housing market remains strong, and 3) an overweight to securitized credit.

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The Return of Fixed Income

Angel Oak’s portfolio management team members explain their belief that securitized credit—specifically mortgages—stands out across risk assets when considering where to invest fixed-income dollars in 2024.

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The Securitized Credit Premium

Angel Oak’s Portfolio Management team explores securitized credit’s underrepresentation within retail investors’ fixed income portfolios and explains possible drivers of the securitized credit premium.

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Finding Value in Bank Equities

While the banking sector has been challenged over the past year, our thesis for bank equities remains intact: the current market dislocation provides a substantial investment opportunity for patient capital with a long-term view.

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Q&A: Angel Oak Mortgage-Backed Securities ETF

In this FAQ, Angel Oak’s PM team explains what investors can expect from the Angel Oak Mortgage-Backed Securities ETF (NYSE: MBS).

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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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