Latest insights - page 3
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.
The Securitized Credit Premium
Sam Dunlap and David Wells explore securitized credit’s underrepresentation within retail investors’ fixed income portfolios and explain possible drivers of the securitized credit premium.
Ward Bortz on TD Ameritrade Network: How to Use ETFs to Invest in Struc...
ETF Portfolio Manager Ward Bortz shares his outlook on interest rates in 2023 and tips for investing in structured credit using an ETF strategy.
Compelling Relative Value Opportunities Within Agency MBS
David Wells and Abhi Kane explain that surging interest rate volatility and the resulting massive slowdown in housing activity have presented some of the most compelling investment opportunities in the agency mortgage market in years.
Angel Oak Launches Income ETF Focused on Residential Mortgage Credit
Angel Oak delivered its second actively managed ETF product in as many weeks with the launch of $CARY. Learn more about the fund’s strong bias toward residential mortgage credit in this ETF Trends article.
Angel Oak Capital Advisors Launches Income ETF Focused on Residential M...
The firm’s second actively managed exchange-traded fund will provide investors with the opportunity to invest primarily across U.S. structured credit with a strong bias toward residential mortgage credit.
Q&A: Angel Oak Income ETF
Angel Oak’s portfolio management team provides an overview of the Angel Oak Income ETF, including what they believe differentiates its strategy.
Ward Bortz in ETF Express: U.S. structural credit from Angel Oak is des...
ETF Portfolio Manager Ward Bortz shares his insights into the launch of the firm’s UltraShort Income ETF (UYLD) and why fixed income solutions may be attractive for investors in a high inflation environment.
Webinar Replay: Opportunities in Today’s Fixed Income Market
Senior Portfolio Manager Colin McBurnette discusses attractive areas of fixed income and shares how the portfolio management team is putting new capital to work.
2022 Estimated Capital Gains
The estimated short-term and long-term capital gains distributions for 2022 are listed below.