Maureen O'Connor 1.5 3 ideas
Global Head of High Grade Debt Syndicate, Wells Fargo
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By sector
ETF
3 ideas
-1.1%
Top tickers (by frequency)
XLE
1 ideas
100% W
+10.8%
XLV
1 ideas
0% W
-10.2%
XLU
1 ideas
0% W
-3.8%
Best and worst calls
Best calls
XLE LONG
+10.8%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical se...
Feb 27
XLU LONG
-3.8%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical se...
Feb 27
XLV LONG
-10.2%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical se...
Feb 27
Worst calls
XLV LONG
-10.2%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical se...
Feb 27
XLU LONG
-3.8%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical se...
Feb 27
XLE LONG
+10.8%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical se...
Feb 27
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Global Head of High Grade...