LQD iShares iBoxx $ Investment Grade Corporate Bond ETF Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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15:10
Sep 04
Sep 04
High-quality fixed income yields remain attractive.
Risk assets can withstand a 25-basis-point Fed hike because equities are driven more by strong earnings and the AI boom than by discount-rate moves, while credit quality is exceptionally strong and spreads are tight. The bigger issue is the inflation trajectory and the Fed's response to it.
HIGH
11:37
Sep 04
Sep 04
Norway rotation favors credit over government bonds
Norway's sovereign wealth fund proposes reducing government debt from 70% to 50% of its bond portfolio, which could cut US Treasury holdings by about $80 billion and rotate into agency, mortgage and corporate bonds. The move signals reduced appetite for government debt and more demand for higher-yielding credit.
MED
08:15
Sep 04
Sep 04
Norway shifts from Treasuries to corporate bonds.
The Norwegian sovereign wealth fund is looking to scale back its government-debt holdings, especially US Treasuries, and shift toward corporate bonds and other bond markets. The fund believes it can take on more risk while keeping the same liquidity, and there is a broader declining appetite for government bonds as investors seek more yield or equities.
HIGH
18:53
Sep 03
Sep 03
Prefer investment-grade credit over T-bill roll risk.
The 'T-bill and chill' trade carries reinvestment risk if investors roll short-term bills at lower rates. He prefers the certainty available in the investment-grade credit market and warns against overconcentrating in T-bills.
MED
13:37
Sep 03
Sep 03
Strong corporate demand faces issuance liquidity test.
Demand for corporate bonds has never been stronger and corporate credit may be less risky than government debt, but massive hyperscaler debt/equity issuance is colliding with central banks removing liquidity, creating a key test for corporate bond demand.
MED
06:55
Sep 03
Sep 03
Bond selloff creates high-quality income.
The bond selloff has created fixed income opportunities: investors can get almost 5% yield over 10 years and around 6% yields in high-quality US dollar credit with little default risk, and she does not expect US inflation to run amok again.
HIGH
04:56
Sep 03
Sep 03
Little value in credit now.
She sees little value in credit right now even as she remains positive on the AI story; she prefers diversified equity exposure rather than chasing credit.
MED
22:01
Sep 02
Sep 02
Prefer equities over tight credit spreads
With earnings growth above 30% and the cycle still intact, equities remain far more attractive than credit; he would fund equity upside from credit exposure rather than buy credit spreads at all-time lows.
MED
15:48
Sep 02
Sep 02
Corporate credit offers attractive absolute yields.
He likes corporate credit over government debt because demand for corporate paper is tremendous even with tight spreads, and high yield offers 7-8% and investment grade 5-6%, all-in levels not seen for three years.
HIGH
13:30
Sep 02
Sep 02
Bond supply keeps yields elevated.
The bond sell-off is primarily a supply problem: Treasuries and corporate bonds are being issued too heavily relative to available buyers. Shin Eol estimates this year's US Treasury issuance at about $12.9tn, up from $11.5tn last year, with roughly $4tn of net new supply, while corporate bond issuance is up 38% versus only 3% for Treasuries. The issuance is driven by AI capex from big-tech hyperscalers and Oracle totaling at least $750-850bn, forcing investment-grade issuers to pay higher rates and lifting term premiums.
HIGH
11:26
Sep 02
Sep 02
Prefer corporate bonds over sovereign bonds.
In a late-cycle environment with better corporate conditions, he wants to be on the corporate side rather than sovereign side of fixed income because corporate life is good and more risk can be taken in corporate bonds.
MED
15:24
Sep 01
Sep 01
Credit hideout depends on strong profits
Credit has been a hiding place only because corporate profits are strong; spreads are tight but Oracle and NVIDIA CDS are widening, and credit would not be a safe hideout if earnings confidence cracks.
MED
12:43
Sep 01
Sep 01
Favor quality income and emerging debt.
Despite the preference for equities over credit and government bonds, there are good income opportunities in fixed income and beyond. Wei Li specifically prefers quality income in credit, is overweight emerging market debt, and also sees interesting income strategies in infrastructure debt and private credit.
MED
23:20
Aug 28
Aug 28
Corporate credit attractive despite tight spreads.
Credit spreads are near historic tights, but that reflects strong corporate fundamentals: growing revenues, profits, high margins, and a high short-term liquidity ratio. Collin is comfortable owning investment grade and high yield credit because yields are attractive at roughly 5%+ for investment grade and 7–7.5% for high yield.
HIGH
20:53
Aug 28
Aug 28
Prefer investment grade and high yield.
She continues to favor investment-grade credit and is willing to buy high yield because she does not see systemic risk, letting investors earn more yield without taking tremendous additional risk.
MED
15:39
Aug 28
Aug 28
Buy investment-grade and hyperscaler debt.
Record investment-grade and hyperscaler debt issuance is being absorbed by investors keeping powder dry; new issues look attractive and cheap, and he expects buyers to hoover up supply after any short-lived widening.
MED
15:36
Aug 27
Aug 27
High-quality bonds offer attractive yields opportunistically.
With sentiment overly negative and the stock market absorbing massive capital, high-quality bonds and corporate credit offering 5% to 6% yields look very attractive opportunistically, especially as the dollar weakens and housing data comes in weak.
MED
06:37
Aug 27
Aug 27
US Treasuries and quality credit remain attractive.
US Treasuries offer attractive absolute yield levels, and investors should stay constructive on fixed income by focusing on quality credit amid market volatility.
HIGH
15:05
Aug 26
Aug 26
Avoid generic US tech credit.
US investment-grade corporate credit faces pressure from large tech-sector issuance and tight spreads; investors should be careful and avoid generic technology credit exposure, favoring access deals and premium where available.
MED
22:01
Aug 24
Aug 24
Credit spreads too tight to own.
Credit spreads are near 27-year highs and investors are not being compensated for that debt risk, so GenTrust is underweight credit within interest-rate products and debt.
HIGH
15:12
Aug 24
Aug 24
Record retail demand absorbs investment-grade credit supply.
There is record retail demand for investment-grade credit, and if the bond market shows any stability, investors will flood back in to absorb the record supply.
MED
15:04
Aug 24
Aug 24
Corporate bond spreads show no stress.
Ed Yardeni notes that spreads between corporate bonds and Treasuries have not widened despite heavy government and hyperscaler borrowing, signaling there is little financing stress. He adds that higher rates are not curtailing corporate bond issuance funding data centers, so corporate credit remains supported.
MED
21:57
Aug 21
Aug 21
Underweight credit and fixed income.
Credit spreads are near all-time lows across credit sectors while the debasement trade and rising bond yields make fixed income unattractive, supporting underweight credit and fixed income versus equities.
MED
11:50
Aug 21
Aug 21
September issuance may boost long-end bonds
If the September issuance window shows no real indigestion in absorbing investment-grade and hyperscaler debt, the crowding-out narrative loses force and that can be positive for the long end in credit and Treasuries.
MED
17:30
Aug 20
Aug 20
Favor income credit over duration bonds
With bonds no longer diversifying as they once did, portfolios should shift toward stable income from corporate credit, emerging market credit, and private credit and infrastructure across public and private markets.
HIGH
13:30
Aug 19
Aug 19
Big Tech corporate bonds beat US Treasuries
With US 30-year Treasury yields around 5.3% and Alphabet 30-year bonds offering about 6.3-6.5%, investors are choosing Big Tech corporate bonds over US government debt. Song says this shift is pulling money toward Big Tech credit and adding upward pressure to US Treasury yields.
HIGH
22:10
Aug 18
Aug 18
AI debt wave pressures corporate bonds.
An unprecedented wave of long-end corporate debt issuance tied to AI financing is creating heavy supply and competing with long-end Treasuries; corporate bond investors are demanding higher spreads, and investment-grade bonds are trading with junk-level yields as risk premiums rise.
HIGH
21:23
Aug 18
Aug 18
Record IG supply widens corporate spreads
The corporate bond market is facing its own bond-vigilante pressure: record investment-grade supply, at $1.5 trillion so far and about $2 trillion expected over the next couple of years, is making investors demand higher spreads and returns, and investment-grade bonds are trading at junk-level yields.
MED
16:30
Aug 18
Aug 18
Buy fixed income as slowing economy lowers rates.
Inflation will continue to trend lower over the next 12 months and the economy will be challenged in the back half of the year, which will ultimately drive interest rates lower. Investors should increase exposure to the fixed-income market, both corporate and government, to lock in currently attractive yields.
HIGH
16:19
Aug 18
Aug 18
Favor global AI infrastructure, financials, and credit.
Equities remain attractive, particularly in global AI infrastructure layers and choke points outside the US, as well as in financials and banks which offer good valuation opportunities in a strong growth environment. High quality credit is preferred within fixed income.
HIGH
About LQD Analyst Coverage
Buzzberg tracks LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) across 14 sources. 64 bullish vs 6 bearish calls from 88 analysts. Sentiment: predominantly bullish (50%). 115 total trade ideas tracked. Past 7 days: 8 bullish, 5 watch. Latest voices: Priya Misra, Paul Dobson, Matt Brill.