U.S. Inv Grade Best Ideas: May 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
Andrew Brady: Head of Basics
Andy Li, CFA: Head of Semiconductors
Ben Morgan, CFA: Senior Analyst, Energy
Charles Johnston, CFA: Head of Energy
David Bussey, CFA: Senior Analyst, Leisure
Eric Axon, CFA: Co-Head of High Yield, Head of Healthcare
Iris Shi, CFA: Senior Analyst, Banks
James Dunn: Head of Consumer Goods, Leisure
James Goldstein, CFA: Head of Retail
Jordan Chalfin, CFA: Head of Technology
Josh Esterov, CFA: Head of Insurance
Matt Woodruff, CFA: Head of Aerospace & Defense / Transports
Michael O’Brien: Senior Analyst, Paper & Packaging, Homebuilders
Nick Moglia, CFA: Senior Analyst, Utilities
Peter Simon, CFA: Head of Banks
Todd Duvick, CFA: Head of Autos
Wen Li, CFA: Head of Metals & Mining
27 May 2026
- Which investment grade credits stand out and why analysts favor select opportunities.
- How spread dynamics are shaping positioning across sectors and influencing relative value views.
- What potential catalysts could drive performance shifts across key credits in coming periods.
- Where risks may emerge and how analysts are thinking about downside scenarios.
- How cross-sector developments connect and what they mean for broader credit strategy.
Executive Summary
Our analysts present a refreshed set of investment ideas following recent earnings developments. Each reflects strong conviction supported by outlooks and key catalysts.
Selections emphasize lower quality investment grade credits with notable spread positioning. However, maturity preferences remain broadly consistent despite certain exceptions.
Investors are encouraged to connect with analysts to explore detailed insights further. Additionally, supporting materials are available for deeper tracking and analysis.
The report spans multiple sectors, highlighting both favored and challenged issuers. Meanwhile, sector dynamics continue shaping relative value perspectives across credit markets.
TEXTPerformance trends show varying outcomes across prior ideas and market conditions. Consequently, results reflect shifting influences tied to broader macro and sector developments.
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