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2024 Financials Outlook

Investing in banks in 2023 was not for the faint of heart. Angel Oak’s Portfolio Management team reflects on the past year and shares its views on what to expect from the financial sector in 2024.

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Ward Bortz on Schwab Network: Expect 100 Bps of Fed Cuts in 2024

ETF Portfolio Manager and Head of Distribution for US Wealth Ward Bortz highlighted opportunities in the fixed income market in 2024, where we’re headed with inflation and rates, and more.

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Angel Oak Capital Advisors Names Namit Sinha as Chief Investment Officer

Senior PM Clayton Triick moves to Head of Portfolio Management of Public Strategies as Angel Oak sets up investment management team for successful 2024.

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2024 Market Outlook

We believe the Federal Reserve’s policy turn is finally here. The Fed’s easing cycle will be supportive of lower interest rate volatility, which should be supportive of outperformance of mortgages and securitized credit versus corporate credit. We believe mortgage credit offers the best risk-return potential based on the current levels of credit spreads in most sectors.

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Why the Pivot?

Federal Reserve Chairman Powell surprised markets with a very dovish message at the December FOMC meeting. Our portfolio management team examines the change in messaging and explains what this could mean for markets and the broader economy.

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Replay: Opportunities in Short-Term Structured Credit

Portfolio Manager Clayton Triick, CFA, discusses opportunities in the short-duration credit space and explains why now could be an opportune time for fixed-income investors to move cash off the sidelines and gain a potential yield advantage with UYLD.

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Angel Oak Capital Advisors Hires Institutional CRE Veteran, Sumit Sasid...

Sumit Sasidharan will lead the firm’s CRE platform, focusing primarily on growing Angel Oak’s CRE fund offerings at an institutional level while also managing and expanding the firm’s permanent and bridge-loan financing solutions.

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Reduce Cash and T-Bills: Ditching the 2022 Playbook

As investors begin to move back into the fixed-income market, Angel Oak believes high-quality ultrashort strategies can potentially provide strong total return profiles.

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2023 Estimated Capital Gains

The estimated short-term and long-term capital gains distributions for 2023 are listed below.

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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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Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

 

High Yield Opportunities ETF Prospectus 

Income ETF Prospectus

Mortgage-Backed Securities ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions (High Yield Opportunities ETF Performance, Income ETF Performance, Mortgage-Backed Securities ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, UltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

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Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.

 

Investing involves risk. Principal loss is possible. Some Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio, may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic, and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities do. A non-diversified fund may be more susceptible to being adversely affected by a single corporate, economic, political, or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs, and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

Diversification does not guarantee a profit or protect from loss in a declining market.

Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.

Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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