Calls
2
Kay Herr
CIO of US GFICC, JPMorgan Asset Management
Win Rate
0.0%
return
-1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$107.25
-0.4%
Investment grade corporate bonds are attractive. Yields north of 5.2% are drawing 12 consecutive weeks of inflows. Supply is lumpy but deals are multiple times oversubscribed, and the overall exposure to AI capex in the index remains manageable.
Bonds & Rates
Long
Jun 11
$82.98
-1.7%
Investment-grade financial sector bonds offer attractive opportunities in core plus strategies. IG financials have solid balance sheets while high-yield financials carry too much leverage, making IG financials a favorable bet as dispersion rises.
Bonds & Rates
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Kay Herr has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: LQD, VCIT, CONSUMER LOANS.
