Latest insights - page 3
Bulled Up on Banks
The series of recent events in the U.S. banking sector has resulted in a significant loss of confidence in the space, and the resulting regulatory response may be like that seen in the wake of the Global Financial Crisis. For investors, opportunities like this are rare. Learn why Angel Oak’s financials team remains convinced in the soundness of the banking system and its ability to emerge stronger.
The Front End is Alive
The Federal Reserve’s inflation battle has brought the front end of the yield curve to life. Sam Dunlap and David Wells urge investors to rethink their views on ultra-short strategies, as they now have the potential to deliver high income with possible price appreciation within a diversified fixed income allocation.
Colin McBurnette on The Alternative Investment Podcast: Are Bonds the N...
Senior Portfolio Manager Colin McBurnette joined The Alternative Investment Podcast to share Angel Oak’s latest market outlook for 2023, break down our strategies in structured credit, and share how those strategies play an important role in investors’ portfolios given today’s environment.
Sam Dunlap in Pensions & Investments: Angel Oak Capital exec predi...
Despite a potential short-lived recession on the horizon, the fixed-income market presents attractive opportunities for investors. In this market outlook piece, CIO of Public Strategies, Sam Dunlap, provides key insights for institutional investors.
The Return of Fixed Income
Sam Dunlap and David Wells explain the PM team’s belief that securitized credit—specifically mortgages—is an appealing place to invest fixed-income dollars due to softening interest rate volatility, increased demand from investors, and better relative value.
Q&A: Measuring Impact in the Financials Income Impact Fund
Members of the ANFIX management team discuss the role of ESG at both the company-wide and Fund-specific level, from integration within the overall investment process to how ESG principles are factored into the ANFIX investment strategy.
Sam Dunlap in WSJ: Money managers are urging clients to buy bonds while...
CIO Sam Dunlap spoke to the Wall Street Journal about opportunities for investors to boost fixed-income holdings in a traditional portfolio.
Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will p...
Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.
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2023 Financials Market Outlook
Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets of opportunity within the community bank space.
2023 Market Outlook
The great bond bear market of 2022 left a swath of destruction in financial assets, especially within long-duration fixed income. While pandemics and wars are difficult to anticipate using typical macroeconomic indicators, our focus on sustainable fundamentals in high-quality areas of structured credit should position us to outperform over the long-run credit cycle as the bond bear market of 2022 has created years of total return potential. Bonds are the new stocks in 2023, and we encourage investors to take note of that when they assess the carnage of the 2022 bond bear market.