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Insight2016-08-01T14:51:33-04:00
15Sep, 2023

Angel Oak’s McBurnette on opportunities in housing, mortgages

By |September 15th, 2023|Podcast|

Colin McBurnette, senior portfolio manager at the Angel Oak Funds, says that while high-rate and high-inflationary conditions have made a lot of investors worry about the housing market, those conditions -- along with wide spreads and low housing stocks creating an imbalance in the supply-and-demand dynamic -- have created real opportunities in the space.

14Sep, 2023

Gretchen Lam on loan and CLO markets

By |September 14th, 2023|Video Interviews|

Gretchen Lam, CEO of Octagon Credit Investors, LLC, sat down with Jane King on August 30th, 2023, for a NAVigator interview to discuss the U.S. loan market. Lam, who at the time of the interview was Octagon’s Senior Portfolio Manager, gives an overview of the late-2023 loan market and provides background on senior loans and collateralized loan obligations (CLOs).

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