Insights
Latest insights - page 7
Banking Outlook: Rising from the Ashes
In this whitepaper, Angel Oak’s Financials Strategies team outlines the circumstances that have led to the banking system’s most significant disruption since the Global Financial Crisis and shares its thoughts on the likely outcomes and potential opportunities.
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Cheryl Pate Recognized in “Women At The Forefront Of Alternative ...
Senior Portfolio Manager Cheryl Pate, CFA was named one of the “Women at the Forefront of Alternative Investments” in the second edition of iConnections’ report published in partnership with CPP Investments. This annual report is intended to showcase the array of female talent within the alternatives industry and the key role they play.
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Favorable Fundamentals in the Housing Market
CIO of Public Strategies Sam Dunlap and Chief Portfolio Strategist David Wells share several factors they believe will provide a tailwind to mortgage credit and housing prices even in the face of a potential recessionary environment.
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Cheryl Pate on Bloomberg Radio’s Drive to Close
Senior Portfolio Manager Cheryl Pate, CFA joined Bloomberg Radio to share her outlook on the commercial real estate sector, expectations for regional and community banks, and how Angel Oak is positioned to navigate today’s markets.
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Angel Oak Companies Appoints Manmohan Singh as Group Chief Financial Of...
Manmohan “Manu” Singh has been appointed group chief financial officer of Angel Oak Companies. He currently serves as managing director and head of corporate development at Angel Oak.
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Bulled Up on Banks
The series of recent events in the U.S. banking sector has resulted in a significant loss of confidence in the space, and the resulting regulatory response may be like that seen in the wake of the Global Financial Crisis. For investors, opportunities like this are rare. Learn why Angel Oak’s financials team remains convinced in the soundness of the banking system and its ability to emerge stronger.
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The Front End is Alive
The Federal Reserve’s inflation battle has brought the front end of the yield curve to life. Sam Dunlap and David Wells urge investors to rethink their views on ultra-short strategies, as they now have the potential to deliver high income with possible price appreciation within a diversified fixed income allocation.
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Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will p...
Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.
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2023 Financials Market Outlook
Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets of opportunity within the community bank space.
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2023 Market Outlook
The great bond bear market of 2022 left a swath of destruction in financial assets, especially within long-duration fixed income. While pandemics and wars are difficult to anticipate using typical macroeconomic indicators, our focus on sustainable fundamentals in high-quality areas of structured credit should position us to outperform over the long-run credit cycle as the bond bear market of 2022 has created years of total return potential. Bonds are the new stocks in 2023, and we encourage investors to take note of that when they assess the carnage of the 2022 bond bear market.
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