Insights
Latest insights - page 9
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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Turning the Corner: Bank Stocks Poised for Growth in 2025
As outlined in this piece, Angel Oak believes the banking sector is positioned for a strong recovery in 2025, driven by a steeper yield curve, stable-to-improving credit quality, and historically low valuations, offering a rare investment opportunity as banks are set to benefit from improved fundamentals and lower rates.
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Replay: A Founder’s Perspective: Macro Views and Positioning Fixe...
Sreeni Prabhu, Managing Partner, Co-CEO, and Group Chief Investment Officer joined Frank Ros, CAIA, Divisional Head of Sales for the Eastern Region for a special January webinar. Covered topics include Angel Oak’s history, the mortgage-backed securities market, the U.S. housing market, and potential investment opportunities in structured credit.
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Replay: Charting a Path Through 2025: Investment Insights for the Year ...
Angel Oak’s January webinar features a discussion between Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, and Frank Ros, CAIA, Divisional Head of Sales – East about their outlook for the fixed income markets in 2025. Learn why we believe diversification and income strategies are key to enhancing returns and navigating the market in the year ahead.
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2025 Market Outlook
Discover key strategies for fixed income investors in 2025, including prioritizing diversification with an overweight to U.S. fixed income, utilizing income strategies to enhance returns, focusing on securitized credit and agency mortgages, and expecting stable homeowner credit with moderate home price growth.
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Mortgage-Backed Securities: Fed Rate Cut Enhances Opportunity for 2025
The Federal Reserve’s December 18, 2024, decision to cut its target range by 25 basis points while also continuing to reduce its holdings of Treasuries and agency MBS is expected to steepen the yield curve and tighten MBS spreads relative to corporate debt throughout 2025.
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Replay: A Deep Dive into Angel Oak’s ETF Platform
Angel Oak’s December webinar features Frank Ros, CAIA, Divisional Head of Sales – East, speaking with Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, about Ward’s experience growing Angel Oak’s ETF offerings to a $1.5 billion platform in just two years. This wide-ranging conversation touches on the increasing sophistication of ETFs, their liquidity and transparency advantages, and their growth potential.
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Angel Oak Capital Advisors Announces Listing Transfer to Nasdaq for ETFs
Angel Oak announces that, effective on or about December 20, the stock exchange listings for its four ETFs will be transferred to The Nasdaq Stock Market LLC (Nasdaq) from the New York Stock Exchange Arca Inc.
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Angel Oak Capital Advisors’ ETF Platform Reaches Two-Year Anniversary
Angel Oak’s $1.4B AUM ETF platform celebrates its two-year anniversary. This milestone showcases investors’ demand for Angel Oak’s actively managed solutions and its long-time expertise in the fixed-income space.
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Replay: Positioning Fixed Income Portfolios for the Future
In this replay of our October webinar, Angel Oak’s Clayton Triick, CFA and Frank Ros, CAIA, examine current market opportunities, the impact of a rapidly cutting Federal Reserve on fixed income portfolios, the rationale for overweighting the belly of the curve, and whether investors should prioritize income or duration in their strategies.
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