Latest insights - page 4
Sam Dunlap in MarketWatch: New Home Construction Falters Due to Feb Storms
CIO of Public Strategies Sam Dunlap shares why a recent slowdown in housing starts may not detract from the overall strength of the sector as homebuying demand remains high in 2021.
Sam Dunlap in the WST: Looking to U.S. Structured Credit Markets
Sam Dunlap discusses the Angel Oak Multi-Strategy Income Fund, which is focused on identifying the best relative value within the U.S. structured credit markets, predominantly mortgage credit.
Angel Oak: Forging New Paths
In our latest video, watch the team discuss Angel Oak’s investment philosophy, the firm’s unique culture, and how it is navigating the current market environment.
Matt Kennedy in MarketWatch: Debt Financing Deal Repays a Pandemic Loan
The travel industry is seeing rising demand as increased vaccinations prompt more leisure travel. Head of Corporate Credit Matt Kennedy breaks down how this may pose an opportunity for debt investors.
Cheryl Pate in S&P: U.S. Banks’ Loan Loss Provisions Shrink
Portfolio Manager Cheryl Pate breaks down the economic factors supporting strength within the banking sector as banks’ credit loss provisions dip to new lows.
Navid Abghari Focuses on the Financials Sector
Senior PM Navid Abghari joins TD Ameritrade Network to discuss the macroeconomic factors impacting his current market outlook and where the team is finding opportunities in the financial sector as signs of inflation emerge.
Cheryl Pate on CNBC Power Lunch: Rates Are Likely to Go Higher From Here
Portfolio Manager Cheryl Pate joined CNBC to discuss how inflation risks are impacting her overall market outlook and the sectors she believes investors could look to for growth.
Matt Kennedy in MarketWatch: Energy stocks and bonds shine after brutal...
But in recent months, the fortunes of oil and gas producers have begun to look up, said Matt Kennedy, portfolio manager at Angel Oak Capital Advisors.
Cheryl Pate on Yahoo Finance: How Financials are Positioned for 2021
Cheryl Pate, Portfolio Manager at Angel Oak Capital joins Yahoo Finance’s Julie Hyman, Myles Udland, and Brian Sozzi discuss the financial sector.
Outlook for Regional Banks in 2021
Cheryl Pate sees community bank debt benefitting from high current income, low duration and the potential for outsized total return. She prefers rated opportunities on larger end of the community bank debt spectrum to less liquid non-rated issuances.