Insights
Latest insights - page 7
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.
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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.
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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.
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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.
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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.
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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.
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Angel Oak Financials Income Impact Fund Snapshot
Senior Portfolio Manager Cheryl Pate, CFA® provides a high-level overview of the Fund and its five key attributes.
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The Worst Bond Market Since 1842
The Angel Oak team explains why the destruction of the bond market has been so bad this year after only 75 basis points of Fed tightening and identifies attractive areas of fixed income with opportunities for continued outperformance.
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Sreeni Prabhu on Bloomberg Radio: Be Cautious in this Tumultuous Enviro...
Co-CEO Sreeni Prabhu offered his insights on the health of the U.S. consumer, the housing market, and opportunities in the structured credit market.
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Cheryl Pate on CNBC: We might be nearing the peak here in inflation
Cheryl Pate shares her outlook on consumer prices for the rest of 2022 and where there could be opportunities in the equity market.
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