U.S. Inv Grade Best Ideas: March 2026
Andy DeVries, CFA: Head of Investment Grade, Head of Utilities - ÂÒÂ׶ÌÊÓƵ
Winnie Cisar: Global Head of Strategy - ÂÒÂ׶ÌÊÓƵ
Zachary Griffiths, CFA: Head of IG & Macro Strategy - ÂÒÂ׶ÌÊÓƵ
Andy Li, CFA: Senior Analyst, Technology - ÂÒÂ׶ÌÊÓƵ
Ben Morgan, CFA: Senior Analyst, Energy - ÂÒÂ׶ÌÊÓƵ
Charles Johnston, CFA: Head of Energy - ÂÒÂ׶ÌÊÓƵ
David Bussey, CFA: Senior Analyst, Leisure - ÂÒÂ׶ÌÊÓƵ
Eric Axon, CFA: Co-Head of High Yield, Head of Healthcare - ÂÒÂ׶ÌÊÓƵ
Erick Vega, CFA: Senior Analyst, Americas ex-US Telecom & Telecom Infrastructure - ÂÒÂ׶ÌÊÓƵ
Iris Shi, CFA: Senior Analyst, Banks - ÂÒÂ׶ÌÊÓƵ
James Dunn: Head of Consumer Goods, Leisure - ÂÒÂ׶ÌÊÓƵ
James Goldstein, CFA: Head of Retail - ÂÒÂ׶ÌÊÓƵ
Jordan Chalfin, CFA: Head of Technology - ÂÒÂ׶ÌÊÓƵ
Matt Woodruff, CFA: Head of Aerospace & Defense / Transports - ÂÒÂ׶ÌÊÓƵ
Michael O’Brien: Senior Analyst, Paper & Packaging, Homebuilders - ÂÒÂ׶ÌÊÓƵ
Nick Moglia, CFA: Senior Analyst, REITs, Utilities and Refiners - ÂÒÂ׶ÌÊÓƵ
Todd Duvick, CFA: Head of Autos - ÂÒÂ׶ÌÊÓƵ
Wen Li, CFA: Head of Metals & Mining - ÂÒÂ׶ÌÊÓƵ
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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