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Commentary - page 2
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.
Fed Repricing Creates Short Duration Opportunities
The short duration investment paradigm has been upended. Since the COVID-19 recovery began in the second quarter of 2020, short duration investors outperformed by focusing on maintaining portfolio yield in the face of harsh headwinds of both falling interest rates and declining credit spreads.
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.
M&A on the Rebound
Angel Oak’s Views: M&A in the banking sector remains a positive secular trend and is expected to accelerate in the coming years as banks focus on driving better scale and profitability.
Interval Funds: ‘March’ing Forward
Read Angel Oak’s views on the advantages of interval funds and why the firm believes interval funds could be on the cusp of dramatic growth as assets potentially migrate from hedge funds to interval funds.
2021 Mid-Year Outlook: Financials
Angel Oak’s financials team provides a mid-year performance update and discusses the positive tailwinds that make financial sector debt one of its highest conviction ideas.
2021 Mid-Year Outlook
Angel Oak’s portfolio management team discusses performance in the first half of 2021 and explains how its strategies are positioned for potential opportunities in both structured and corporate credit for the remainder of the year.
Finding Attractive Yield in Short-Term Strategies
Short-term fixed income markets still offer compelling opportunities; however, investors need to look outside traditional options to find attractive income.
2021 Market Outlook
The vaccine is here, the Fed is at the zero bound until 2023, and the economic recovery is V-shaped. The ascent of risk assets has been profound.
Angel Oak’s Views on 2020 U.S. Presidential Election
While there are a number of uncertainties relating to tomorrow’s election outcome, we predict a couple of likely scenarios regardless of who wins.