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Latest insights - page 6

Replay: Driving Alpha: Leveraging Active Management to Enhance Portfoli...

Clayton Triick, CFA, and Frank Ros, CAIA, delve into the advantages of active management in fixed income, emphasizing how active strategies can capitalize on opportunities such as rising prepayment rates in non-agency mortgages and inefficiencies in the mortgage-backed securities market, areas often overlooked by passive approaches.

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Overlooked Risks in AAA-Rated CLOs

AAA CLOs have long been a haven for risk-averse investors, but the landscape is shifting. With additional interest rate cuts likely and geopolitical uncertainty rising, investors face the risk of lower income and price pressure. Diversifying into fixed-rate, investment-grade securitized assets could be a timely move to lock in yields and reduce risk.

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Time to Pivot: Shifting from Cash to Bonds

Angel Oak advises shifting from cash to intermediate-term, high-quality fixed-income positions, particularly securitized bonds, in anticipation of potential Federal Reserve rate cuts and decreasing growth expectations.

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Clayton Triick Rejoins Leslie Falconio on the UBS Fixed Income Conversa...

Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently spoke with Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, about the current fixed income landscape, including the impact of interest rates, inflation, and U.S. monetary policy, while highlighting investment opportunities in residential mortgage-backed securities.

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Replay: What’s Ahead for the U.S. Housing Market and the Potentia...

In this replay of our March 3rd webinar, Clayton Triick, CFA and Frank Ros, CAIA, discuss the latest trends in the housing market, focusing on the factors driving home price appreciation and the effect of mortgage rates on buyer demand. They also explore the potential impact of GSE privatization and share their insights on the future of the market.

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Strong Tailwinds Strengthen Housing Valuation Outlook

Despite initial hopes for lower mortgage rates following the Federal Reserve’s September 2024 interest rate cut, housing affordability remains under pressure. However, as the Angel Oak team outlines in this piece, a pair of strong tailwinds could present new opportunities for investors and homebuyers alike.

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4Q24 Financial Strategies Income Term Trust Webcast

Watch the 4Q24 update for the Financial Strategies Income Term Trust.

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Video: Exploring the Angel Oak Income ETF (Ticker: CARY)

In this strategy overview, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, and Frank Ros, CAIA, Divisional Head of Sales – East, explain how CARY, an actively managed fixed-income strategy, is designed to deliver attractive risk-adjusted returns by investing within structured credit, primarily residential mortgage-backed securities, asset-backed securities and collateralized loan obligations.

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4Q24 Financial Strategies Income Term Trust Commentary

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2025 Financials Outlook

Angel Oak’s Portfolio Management team outlines why they believe 2025 is shaping up to be one of the best opportunities for bank investors in recent memory.

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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

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.

 

 

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