US Inv. Grade Favorite A-Rated Names

Andy DeVries, CFA - Head of Investment, Head of Utilities, ÂÒÂ×¶ÌÊÓÆµ
Zachary Griffiths, CFA - Head of IG & Macro Strategy, ÂÒÂ×¶ÌÊÓÆµ
Andrew Brady - Head of Basics, ÂÒÂ×¶ÌÊÓÆµ
Andy Li, CFA - Senior Analyst, Technology, ÂÒÂ×¶ÌÊÓÆµ
Charles Johnston, CFA - Head of Energy, ÂÒÂ×¶ÌÊÓÆµ
Hunter Martin, CFA - Head of Media/Cable, ÂÒÂ×¶ÌÊÓÆµ
James Goldstein, CFA - Head of Retail, ÂÒÂ×¶ÌÊÓÆµ
James Dunn - Head of Consumer Goods, Leisure, ÂÒÂ×¶ÌÊÓÆµ
Jessie Rosenthal - Head of Banks, ÂÒÂ×¶ÌÊÓÆµ
Jordan Chalfin, CFA - Head of Technology, ÂÒÂ×¶ÌÊÓÆµ
Josh Esterov, CFA - Head of Insurance, ÂÒÂ×¶ÌÊÓÆµ
Matt Woodruff, CFA - Head of Aerospace & Defense/Transports, ÂÒÂ×¶ÌÊÓÆµ
Peter Simon, CFA - Head of Brokers and Regional Banks, ÂÒÂ×¶ÌÊÓÆµ
Todd Duvick, CFA - Head of Autos, ÂÒÂ×¶ÌÊÓÆµ
Wen Li, CFA - Head of Metals & Mining, ÂÒÂ×¶ÌÊÓÆµ

19 March 2025

Overview

We surveyed our U.S. investment grade team for their preferred A-rated credits, focusing on those with strong management teams and stable balance sheets amidst potential economic downturns. These are considered “sleep at night” credits, reflecting the general safety associated with A-rated credits. Our selections align with the overall single-A index, with financials (banks, insurance, financial services) representing nearly half, followed by utilities at 11%, and energy and consumer sectors each at 5%.

Unlike our quarterly U.S. Inv Grade Best Ideas report, which benchmarks against the BBB index, this list prioritizes long-term stability over yield. Our team identified 32 names suitable for traditional U.S. Treasury holders seeking a little extra yield without significant credit risk.

Some picks are widely recognized, such as large cap banks like Bank of America and JP Morgan, and regulated utilities like Florida Power & Light. Others are less obvious, like Enterprise ÂÒÂ×¶ÌÊÓÆµ in Energy and Ecolab in Basic Materials. Investors are encouraged to contact our analyst teams for more information.

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