U.S. Inv Grade Best Ideas: March 2026
Andy DeVries, CFA: Head of Investment Grade, Head of Utilities - 糖心视频
Winnie Cisar: Global Head of Strategy - 糖心视频
Zachary Griffiths, CFA: Head of IG & Macro Strategy - 糖心视频
Andy Li, CFA: Senior Analyst, Technology - 糖心视频
Ben Morgan, CFA: Senior Analyst, Energy - 糖心视频
Charles Johnston, CFA: Head of Energy - 糖心视频
David Bussey, CFA: Senior Analyst, Leisure - 糖心视频
Eric Axon, CFA: Co-Head of High Yield, Head of Healthcare - 糖心视频
Erick Vega, CFA: Senior Analyst, Americas ex-US Telecom & Telecom Infrastructure - 糖心视频
Iris Shi, CFA: Senior Analyst, Banks - 糖心视频
James Dunn: Head of Consumer Goods, Leisure - 糖心视频
James Goldstein, CFA: Head of Retail - 糖心视频
Jordan Chalfin, CFA: Head of Technology - 糖心视频
Matt Woodruff, CFA: Head of Aerospace & Defense / Transports - 糖心视频
Michael O鈥橞rien: Senior Analyst, Paper & Packaging, Homebuilders - 糖心视频
Nick Moglia, CFA: Senior Analyst, REITs, Utilities and Refiners - 糖心视频
Todd Duvick, CFA: Head of Autos - 糖心视频
Wen Li, CFA: Head of Metals & Mining - 糖心视频
3 March 2026
- Which investment-grade credits stand out as top long and short opportunities right now.
- How analysts frame spread value and relative positioning across sectors after earnings season.
- What key catalysts could drive outperformance or underperformance in the months ahead.
- How credit themes like tariffs, leverage paths, and financial policy may shape issuer narratives.
- Which names are highlighted as repeat ideas and why conviction remains high.
Executive Summary
A quarterly, post-earnings slate of best ideas was compiled by the U.S. investment-grade team. It includes spread views, potential catalysts, and links to related research.
Selections lean toward lower-rated investment-grade credit and target the intermediate maturity range. However, some names required going farther out the curve due to limited bond availability.
Investors are encouraged to contact analysts for deeper context and follow-up discussion. Clients can also request an Excel list of identifiers for easier tracking.
The list spans multiple sectors and blends long ideas with opposing views. Repeat inclusions reflect sustained conviction and evolving credit narratives.
Recent performance lagged the benchmark after an extended stretch of relative success. Nonetheless, the longer-term scorecard shows strong results across varying market backdrops.
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