Insights
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Ward Bortz on Bloomberg Radio: ETFs and Investing Strategies
Ward Bortz, ETF Portfolio Manager and Head of Distribution for Public Strategies, joined Bloomberg Radio to discuss opportunities in the fixed-income market, his outlook on housing, and more.
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Angel Oak Capital Advisors’ UltraShort Income ETF Surpasses $100M in As...
The Angel Oak UltraShort Income ETF (NYSE: UYLD) has grown to more than $100 million in AUM in less than one year since its inception, reflecting the firm’s success in launching its ETF platform one year ago.
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Cheryl Pate on Bloomberg Radio: Banks Beating Expectations but Higher f...
Senior PM Cheryl Pate discussed actionable investment opportunities with big banks following positive earnings results. Listen at 3:20 for barbell approaches to consider in this environment, her bank earnings outlook, and more.
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Negative Convexity & Opportunities in the Mortgage Market
Angel Oak’s portfolio management team explains why agency mortgage securities trade wider than U.S. Treasuries though both have government backing.
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Lack of Supply on the Horizon
CIO Sam Dunlap and Chief Portfolio Strategist David Wells explain the tailwinds seen in the mortgage securities market as a result of the current rate-hiking cycle.
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Colin McBurnette on The NAVigator Podcast: Investment Opportunities in ...
Senior Portfolio Manager, Colin McBurnette, spoke with Chuck Jaffe about the health of the U.S. housing market and investment opportunities within the securitized credit market.
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Lower Inflation on the Horizon
Sam Dunlap and David Wells share why they believe that the Fed is at or near peak policy and interest rate cuts could be on the horizon.
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Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Curren...
Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.
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The Stable Fundamentals in Housing
Sam Dunlap and David Wells share why they believe the lack of agency and non-agency MBS supply in a shrinking market with historically wide spreads, stable fundamentals, and expectations for declining rates and volatility present a favorable technical backdrop for potential spread tightening moving forward.
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2023 Mid-Year Outlook Video
Watch the 2023 Mid-Year Outlook
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