Latest insights - page 4
Q&A: Angel Oak UltraShort Income ETF
Angel Oak’s portfolio management team discusses the firm’s decision to enter the ETF marketplace and explains what investors can expect from the Angel Oak UltraShort Income ETF.
Angel Oak Capital Advisors Debuts UltraShort ETF Focused on Structured ...
The firm’s first exchange-traded fund will provide investors with an opportunity to invest in short-duration structured credit assets and cashlike instruments that seek to provide higher yield without sacrificing credit quality.
Cheryl Pate on CNBC: We expect more market downside and volatility amid...
Senior Portfolio Manager Cheryl Pate joined CNBC to discuss her views on the U.S. economy and market ahead of the release of the September jobs report and Q3 bank earnings.
Podcast: Strategic Credit Fund Overview & Current Market Opportuni...
Listen to Angel Oak’s investment and product teams discuss the firm’s decision to launch an interval fund, and hear why they believe it is gaining traction among retail and institutional investors.
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Finding Total Return Opportunities in Short-Term Strategies
Angel Oak’s portfolio management team explains why it believes that investors who have recognized the current value in short-term securitized credit should benefit over the intermediate term.
Angel Oak Capital Advisors Announces Name Change and Updated Investment...
PM Johannes Palsson explained that changing ANFIX to an ESG impact fund better reflects the team’s focus on investments that it believes have positive aggregate ESG impact outcomes.
Non-Agency Mortgage Relative Value
Sam Dunlap and David Wells explain the investment team’s belief that NA RMBS currently offers historically attractive risk-adjusted return opportunities, especially relative to investment grade and high yield corporate bonds.
Cheryl Pate on CNBC: We’re seeing a lot of value in short-duration, lo...
Cheryl Pate discusses her market takeaways as earnings season kicks off on the heels of the release of June’s CPI report.
2022 Mid-Year Outlook
This year has started as one for the record books. The traditional 60/40 portfolio is on track for its worst year on record, commodities are on pace for the most outperformance on record, the Fed hiked their target rate 75 basis points for the first time since 1994, and inflation is running at its highest annual pace since 1981. Angel Oak’s portfolio management team reviews how we got here and looks ahead to opportunities for the second half of the year.
Creating Impact through Engagement
Rob McDonough, director of ESG and regulatory initiatives, discusses the importance of ESG to Angel Oak’s business model. He explains the factors that distinguish Angel Oak’s approach to ESG investing, including the firm’s proprietary scorecard methodology.