Latest insights - page 4
Colin McBurnette on TD Ameritrade Network
Watch Colin McBurnette discuss the factors impacting the housing market and what investors could potentially expect from this sector moving forward.
Cheryl Pate on BNN Bloomberg
Cheryl Pate shared where she’s finding consumer and mortgage credit focused investment opportunities and how macroeconomic trends are driving her outlook.
M&A on the Rebound
Angel Oak’s Views: M&A in the banking sector remains a positive secular trend and is expected to accelerate in the coming years as banks focus on driving better scale and profitability.
Sam Dunlap on Cheddar TV: Fed Not Expected To Do Anything About Inflation
Watch Sam Dunlap discuss his latest outlook on housing opportunities, inflation and economic indicators.
Interval Funds: ‘March’ing Forward
Read Angel Oak’s views on the advantages of interval funds and why the firm believes interval funds could be on the cusp of dramatic growth as assets potentially migrate from hedge funds to interval funds.
Angel Oak Hires Manmohan Singh to Lead Insurance Initiatives
Angel Oak Capital Advisors has hired Manmohan (“Manu”) Singh as head of insurance solutions to spearhead a range of initiatives focused on the insurance industry.
Sam Dunlap on TD Ameritrade: Outlook for the Housing Market
Watch Sam Dunlap discuss housing fundamentals, the Fed, and the value he sees in shorter-duration, non-agency RMBS.
Cheryl Pate on TD Ameritrade: Analyzing Regional Bank Stocks
Cheryl Pate shares her outlook for regional banks and the financial sector in the second half of the year.
Podcast: 2021 Mid-Year Outlook
Listen to Angel Oak’s portfolio management team discuss performance in the first half of 2021 and explain how its strategies are positioned for potential opportunities in both structured and corporate credit.
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Podcast: ValueWalk’s ValueTalks: Looking into Community Banks
Portfolio Manager Cheryl Pate discusses her approach to investing, community banks, and ESG.
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