U.S. Inv Grade Best Ideas: March 2026

U.S. Inv Grade Best Ideas: March 2026

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

3 March 2026

Download the Full Report to gain insights on:

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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