Angel Oak Macro Blitz

Angel Oak Macro Blitz Podcast | June 2026

This month’s episode examines a stronger-than-expected payroll report that signals continued economic resilience—but with key caveats around sustainability. The team connects the dots across shifting Federal Reserve expectations, rising yields, and growing signs of consumer strain to deliver a more nuanced outlook for the second half of 2026. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or . The Prospectus or Summary Prospectus should be read carefully before investing. The Angel Oak Funds are distributed by Quasar Distributors, LLC. © 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.

Angel Oak Macro Blitz | Banks Return to MBS

After years on the sidelines, banks are returning to mortgage-backed securities. This episode explores the forces driving the shift, from stronger balance sheets to a steepening yield curve, and what it signals for long-term MBS demand. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or ⁠⁠⁠clicking here⁠⁠⁠ [https://angeloakcapital.com/resources/]. The Prospectus or Summary Prospectus should be read carefully before investing. The Angel Oak Funds are distributed by Quasar Distributors, LLC. © 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.

Angel Oak Macro Blitz | February 2026

The team breaks down a pivotal moment for markets: a cooling labor backdrop, inflation eventually easing toward the low-2% range, and the prospects of a new Federal Reserve chair who could meaningfully reshape policy. From shifting consumer behavior to potential balance-sheet tightening, the discussion spotlights the key developments investors should watch as 2026 begins. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or ⁠⁠clicking here⁠⁠ [https://angeloakcapital.com/resources/]. The Prospectus or Summary Prospectus should be read carefully before investing. The Angel Oak Funds are distributed by Quasar Distributors, LLC. © 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.

Angel Oak Macro Blitz | October Rate Cut

In this episode, we delve into the Federal Reserve’s unexpected tone shift following its latest interest rate cut, explore the outlook for the yield curve, and discuss the conclusion of quantitative tightening. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or ⁠⁠clicking here⁠⁠ [https://angeloakcapital.com/resources/]. The Prospectus or Summary Prospectus should be read carefully before investing. The Angel Oak Funds are distributed by Quasar Distributors, LLC. © 2025 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.

Angel Oak Macro Blitz | October 2025

With key economic data on hold due to the government shutdown, this month's installment dives into what labor market trends, Federal Reserve interest rate cuts, and falling mortgage rates could mean for investors heading into year-end. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or ⁠clicking here⁠ [https://angeloakcapital.com/resources/]. The Prospectus or Summary Prospectus should be read carefully before investing. The Angel Oak Funds are distributed by Quasar Distributors, LLC. © 2025 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.