Insights
Latest insights - page 3
Replay: Building More Resilient Income Portfolios with the Angel Oak In...
What’s driving the rapid growth and resilience of Angel Oak’s CARY ETF? In this session, the team shares how a tactical, income-focused approach—spanning mortgages, corporates, and structured credit—has helped navigate volatility while delivering consistent returns.
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Clayton Triick on UBS On-Air Podcast: Navigating Today’s Fixed In...
Angel Oak’s Clayton Triick, CFA, joined UBS’s Leslie Falconio to discuss agency RMBS and broader trends in the housing market. Against a backdrop of market volatility and evolving interest rate expectations, they explore emerging opportunities in fixed income, the outlook for rates, and the importance of a selective, income-focused investment approach.
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Clayton Triick on UBS Trending: Wrong Time to Get Into the Housing Market?
Clayton Triick, CFA, sat down with UBS’s Anthony Pastore to explore what’s happening beneath the surface of today’s housing market, from moderating home price growth to ongoing affordability pressures driven by mortgage rates.
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Clayton Triick on NYSE TV: The Fed’s Path Forward Amid Latest Act...
Markets are looking beyond near-term volatility as improving sentiment, easing geopolitical pressures, and resilient U.S. fundamentals continue to support equities. Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined NYSE TV to discuss these trends and highlight opportunities in traditional fixed income, including mortgage- and asset-backed credit.
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Clayton Triick on Schwab Network: From High Yield to Housing, Credit Op...
Live from the New York Stock Exchange, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Schwab Network to discuss the evolving credit landscape. He shared why value is shifting toward mortgage-backed securities and how improving affordability continues to support constructive housing fundamentals.
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Clayton Triick on Bloomberg Radio: Volatility Reveals Credit Opportunities
Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Bloomberg Radio to discuss emerging opportunities in mortgage‑ and asset‑backed securities as yields have become increasingly attractive relative to corporate credit. He also pointed to signs of improving housing affordability, noting that mortgage rates have stabilized around 6%.
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Replay: Angel Oak Funds Quarterly Update
Clayton Triick, CFA, and Frank Ros, CAIA, recap Angel Oak’s strong first-quarter performance, highlighting how active management and an overweight to securitized credit drove outperformance amid rising market volatility. The webinar also covers the macro backdrop, private credit risks, consumer health, and positioning across Angel Oak’s public funds.
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Cheryl Pate on Bloomberg TV: Credit Holding Strong at Regional Banks
Senior PM Cheryl Pate, CFA, joined Bloomberg TV to share Angel Oak’s outlook on regional banks and the financial sector. As earnings begin, she highlighted resilient credit and improving operating leverage that are supporting steady regional bank performance amid shifting rate and regulatory conditions.
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Frank Ros on BNN Bloomberg: Investors Shift to Bond ETFs for Yield and ...
Senior Market Strategist Frank Ros, CAIA, joined BNN Bloomberg to discuss the growing momentum behind active ETFs, highlighting Angel Oak’s CARY and MBS ETFs as compelling options for investors seeking income and exposure to often-overlooked segments of the market.
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Replay: What to Expect from the Housing Market in 2026
Angel Oak’s latest housing webinar breaks down the key forces shaping today’s mortgage and housing markets, from slowing home price appreciation and improving affordability to increasing regional divergence.
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