Skip to main content

Insights

Latest insights - page 4

Clayton Triick in S&P Global: U.S. Mortgage Rate Relief to Be Limi...

Tightening agency MBS spreads are helping create a steadier backdrop for mortgage rates, even as the 10-year Treasury remains rangebound. In a recent conversation with S&P Global, Clayton Triick, CFA, explained why investor opportunities in mortgage credit depend on more than just the direction of interest rates.

Read article

Unlocking Alpha in Fixed Income: A Core-Plus Approach

Fixed income is entering a new era, and Core‑Plus strategies are leading the charge. In this whitepaper, we break down how a more flexible, research‑driven approach can tap into overlooked sectors to unlock opportunities traditional bond benchmarks miss.

Read commentary

Replay: Angel Oak Funds Quarterly Update

Clayton Triick, CFA, and Frank Ros, CAIA, review fourth-quarter performance, cut through the noise in today’s fixed income markets, and highlight the trends they expect to shape 2026.

Watch video

Cheryl Pate on Bloomberg TV: Earnings Outlook & Regional Banks

Senior PM Cheryl Pate, CFA, joined Bloomberg TV to share her outlook for the upcoming earnings season and weigh in on the proposed credit card rate cap. She also discussed where she sees opportunities in regional banks. Watch her segment starting at the 13-minute mark.

Watch video

Clayton Triick on Schwab Network: Fed Moving Toward 3%, How That Impact...

Clayton Triick, CFA, Head of Portfolio Management, joined Schwab Network to share insights on the Federal Reserve’s latest meeting minutes, its anticipated move toward a 3% federal funds rate by 2026, and the growing appeal of active fixed income strategies in today’s market environment.

Watch video

Cheryl Pate on Bloomberg Radio: Financials Poised to Outperform in 2026

Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg Radio to share her 2026 outlook, noting easing volatility could create opportunities. She highlighted universal banks, community bank debt, structured credit, and why a “barbell approach” across equities and fixed income may be key.

Listen to audio

2026 Market Outlook

As the Federal Reserve signals a dovish shift and AI-driven productivity reshapes the economy, investors face a year of volatility and opportunity. Active fixed income and securitized credit stand out, while housing and consumer trends hint at policy changes that could redefine markets. Learn more about these themes and other key developments in our 2026 Market Outlook.

Read commentary

Replay: Key Themes for 2026

In this look-ahead at 2026 market trends, Clayton Trick, CFA, and Frank Ros, CAIA, discuss Federal Reserve policy shifts, housing affordability, and opportunities in fixed income.

Watch video

Frank Ros on Schwab Network: “Pounding the Table” on Mortga...

Senior Market Strategist, Frank Ros, CAIA, joined Schwab Network to share his perspective on the fixed income market. He highlighted Angel Oak’s strong conviction in mortgage-backed securities, describing them as an attractive opportunity heading into 2026—offering potential value for investors while managing duration risk.

Watch video

Clayton Triick Talks Agency RMBS and Housing Trends on UBS’s On-Air: Ma...

Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently joined Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at the UBS Chief Investment Office, for an in-depth conversation on the evolving landscape of Agency RMBS and the housing market, including the prospects and implications of 50-year and portable mortgages.

Listen to audio

You are now leaving the Angel Oak Capital and Angel Oak Funds website.

 

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

Total Return ETF 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, Total Return ETF Performance, UltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

Important Social Media Disclosures

 

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.

 

 

Continue

You are now leaving the Angel Oak Capital and Angel Oak Funds website.


Continue