Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)

Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)

April 24, 2026 · 24 min

About this episode

The episode discusses the landscape for Agency RMBS and the Housing Market, featuring insights on rates and fixed income positioning.

A look at the landscape for Agency RMBS and the Housing Market, including an outlook for rates, and thoughts around broader fixed income positioning. Featured are Clayton Triick, Head of Portfolio Management of Public Strategies with Angel Oak Capital Advisors, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Bryan Contreras

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