U.S. Inv Grade Best Ideas: Sept. 2026
Andy DeVries, CFA: Head of Investment Grade, Head of Utilities
Winnie Cisar: Global Head of Strategy
Zachary Griffiths, CFA: Head of IG & Macro Strategy
Andy Li, CFA: Head of Semiconductors
Ben Morgan, CFA: Senior Analyst, Energy
Charles Johnston, CFA: Head of Energy
Davis Hebert, CFA: Co-Head HY Research, Head of Telecom/Media
Eric Axon, CFA: Co-Head of High Yield, Head of Healthcare
Iris Shi, CFA: Senior Analyst, Banks
James Dunn: Head of Consumer Goods, Leisure
Jordan Chalfin, CFA: Head of Technology
Matt Woodruff, CFA: Head of Aerospace & Defense / Transports
Michael O’Brien: Senior Analyst, Paper & Packaging, Homebuilders
Miguel Silvestri: Senior Analyst, Industrials
Nick Moglia, CFA: Senior Analyst, Utilities, REITs & Refiners
Todd Duvick, CFA: Head of Autos
Wen Li, CFA: Head of Metals & Mining
1 September 2026
- How leading investment grade issuers are positioned for changing credit market conditions.
- What sector themes and issuer developments are creating the most compelling opportunities.
- Why spread differentials may reveal attractive relative value across investment grade bonds.
- How upcoming catalysts could influence credit performance and investor sentiment.
- Which issuers demonstrate resilient fundamentals and improving credit trajectories.
Executive Summary
Investors can explore high conviction credit opportunities across diverse investment grade sectors. The report highlights key themes influencing market positioning.
Analysts identify issuers exhibiting resilient fundamentals and supportive credit characteristics. Several names stand out through improving operational momentum.
Market participants can better understand spread dynamics across selected credits. However, relative value differences remain important for opportunity assessment.
Sector trends provide insight into evolving risks and opportunities. Meanwhile, upcoming developments may influence future market perceptions.
Readers gain a broad perspective on investment grade credit selection. The analysis emphasizes fundamental strength and market context.
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