U.S. IG credit spreads remain historically tight heading into 2026—but beneath the surface, critical shifts are underway in AI infrastructure, data center demand, and power markets.

Join Andy DeVries, CFA, Head of U.S. Investment Grade and Head of Utilities at CreditSights, for an exclusive Taipei briefing. Fresh off his Bloomberg Odd Lots podcast appearance (‘The Utilities Analyst Who Says the Data Center Demand Story Doesn’t Add Up’), Andy will examine capacity trends and their implications across Big Tech, semis, utilities and the grid.

He will be joined by Davis Hebert, CFA, Co-Head of HY and Head of Telecom/Media at CreditSights, to cross-sector takeaways from management meetings, new-issue trends, and where we see value in today’s tight spread environment.

• Macro & Markets: Fed scenarios, 2026 supply/demand outlook, and election implications
• AI Reality Check: Winners, losers, and overbuild risk the market is underpricing
• Power & Grid: Surging demand, coal retirements, renewables growth, and natural gas/LNG impacts
• Utilities & Hybrids: Opco vs Holdco value, capex pressures, and relative value opportunities amid heavy issuance
• Best Ideas: Top long/short themes and sector picks in a tight spread environment

Seats are limited. Reserve your place to gain actionable insights and engage directly with our analysts.