HYG iShares iBoxx $ High Yield Corporate Bond ETF Loading... : Bullish and Bearish Analyst Opinions
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22:01
Sep 02
Sep 02
Prefer high yield and EM debt
For fixed-income-only investors, strong fundamentals still give more buffer in riskier credit, so he prefers high-yield and emerging-market debt over investment-grade credit.
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
12:16
Sep 02
Sep 02
High-yield demand remains strong.
Despite heavy corporate issuance, State Street still sees strong demand and high quality in the high-yield space, with no crowding out yet.
MED
16:11
Sep 01
Sep 01
The author provides a macro market analysis highlighting inflation-driven Fed tightening.
The author provides a macro market analysis highlighting inflation-driven Fed tightening, momentum-chasing in tech, credit deterioration, and energy divergence, but makes no explicit personal position or forward call on any ticker.
15:06
Sep 01
Sep 01
High yield all-in yields attractive, stay active.
High yield spreads are historically tight, but all-in yields remain attractive and can still generate attractive total returns; the key is an active, conservative stance and careful credit selection rather than broad passive exposure.
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
09:24
Aug 26
Aug 26
Capture yield in European high yield credit.
There is a wonderful yield opportunity in European high yield bonds and syndicated loans. The strategy focuses on downside protection by actively managing out businesses that face AI disruption risk, while capturing yield from good quality companies that can tolerate different economic conditions.
HIGH
15:12
Aug 24
Aug 24
Shift from high yield to short-duration IG.
Valuations in credit are tight and will reset, prompting a shift out of U.S. high yield into 2-3 year short-duration investment grade, while looking to buy financials, aerospace & defense, and energy on pullbacks.
HIGH
12:50
Aug 24
Aug 24
Sold U.S. high yield into tight spreads.
He is trimming corporate credit risk because valuations are tight and volatility should cause a temporary, not persistent, spread reset. The firm sold all its U.S. high-yield exposure and expects to buy high yield back after spreads widen.
HIGH
05:37
Aug 21
Aug 21
High yield credit spreads signal emerging financial stress.
High yield credit markets, specifically the spread between BB and CCC bonds, are acting as the first warning sign of financial stress and potential distress that could eventually trickle down to investment grade.
MED
06:16
Aug 19
Aug 19
High-yield spreads too tight for risk.
High-yield spreads are very tight, leaving little cushion for investors to take credit risk if conditions worsen; he argues investors should prefer short/front-end fixed income or cash and use dynamic or structured credit such as CLOs rather than buying volatile long-duration or rich credit.
MED
16:19
Aug 18
Aug 18
High yields are driving strong fixed-income demand.
There is strong demand for fixed income, specifically ultrashort income, core bonds, and high-yield credit, because yields in the 6% to 7% range are highly attractive to investors and retirees seeking income.
MED
15:38
Aug 18
Aug 18
Avoid yield-chasing private credit and high yield
Retail investors are making a mistake buying ETF products that reach for yield, including private credit bonds, high-yield bonds, and option-strategy products with high distribution rates; these look attractive now but will hurt when safety is needed, and if investors want risk they should simply own stocks.
HIGH
15:21
Aug 18
Aug 18
Avoid yield-chasing ETFs; they will hurt.
Retail investors are making a mistake in newly created ETFs that reach for yield, specifically private credit bond ETFs, high yield bond ETFs, and option-strategy ETFs with distribution rates. The speaker says reaching for yield in this moment is like buying gas station sushi: it may feel good now but will eventually hurt investors.
HIGH
00:22
Aug 17
Aug 17
High yield safer, private credit riskier.
High yield is now far more solid than it has ever been because risky lending migrated to private credit; over half the high-yield market is BB, its technicals are strong, while private credit saw too much money flood in too quickly, used spray-and-pray origination, and now faces a default cycle likely worse than backward-looking numbers suggest.
HIGH
12:00
Aug 15
Aug 15
High yield credit is attractively priced.
High yield corporate bonds are attractively priced because they should be trading 150-200 basis points lower in yield but are still elevated due to high real rates and inflation concerns; that high carry makes corporate investing attractive without stretching.
MED
23:00
Aug 14
Aug 14
High yields make diversified fixed income attractive
Rieder argues high real rates let investors build a diversified fixed-income portfolio with almost 7% yield at an average A- rating and less than three years of interest-rate exposure, without stretching credit risk. He says high yield should be trading 150-200 basis points lower in yield, and he owns high yield, emerging markets, securitized assets, and more Europe than the U.S.
HIGH
20:24
Aug 10
Aug 10
Bitcoin ETFs and HY bonds see huge inflows.
Despite equity market sleepiness and gloom, investors are pouring billions into risky assets, specifically Bitcoin ETFs and high-yield bond funds, which are sucking in massive capital flows. Equities are showing signs of waning popularity relative to these alternatives.
MED
16:14
Aug 10
Aug 10
High yield bonds outperform with shorter duration.
High yield bonds have outperformed investment grade and Treasuries, benefiting from shorter duration which protects against rising front-end yields; the firm aims to keep duration short.
MED
10:19
Aug 05
Aug 05
Prefer high yield over equities.
High yield bonds can deliver returns similar to equities over the next 12 months but with less downside risk because defaults are expected to remain low.
MED
14:43
Aug 04
Aug 04
High-yield bonds attractive in growth.
High-yield bonds provide attractive yields around 7.25-7.50% with fairly low duration in an environment where above-trend growth keeps default risk contained and spreads remain manageable.
MED
22:01
Jul 27
Jul 27
Prefer investment grade over high yield bonds.
Investors are not getting enough extra reward for the risk in high-yield bonds, and flows show a preference for higher-quality investment grade, making investment grade bonds more attractive.
MED
18:13
Jul 21
Jul 21
High-yield credit offers stable income.
Credit markets are pricing in resilience. The income investors can earn from credit remains high and stable, counterbalancing equity volatility. While selectivity matters due to dispersion, solid companies in the high-yield bond market still offer decent yields for a disciplined portfolio.
MED
15:32
Jul 21
Jul 21
The author provides a macro research brief on factor reversals.
The author provides a macro research brief on factor reversals, hyperscaler earnings positioning, geopolitical risks, and AI export controls without stating any personal positions or forward calls.
14:00
Jul 20
Jul 20
Avoid bonds, own T-bills for yield.
The entire fixed-income curve offers inadequate compensation for duration and credit risk relative to risk-free T-bills. Credit spreads are in the top decile historically and are vulnerable to blowing out. Investors should avoid aggregate bonds, corporates, and high yield, and own T-bills instead.
HIGH
12:28
Jul 18
Jul 18
Buy high yield and loans for carry
High yield bonds and leveraged loans have significantly outperformed broad bonds since 2021, and investors should allocate to credit for income and yield rather than for tighter spreads or lower rates, as spreads are already tight and rates are expected to stay on hold.
MED
14:00
Jul 17
Jul 17
AI credit stress hits high yield bonds
Second-order AI disruption effect: high-yield credit spreads will blow out. He uses put spreads on HYG to express this view.
HIGH
10:28
Jul 13
Jul 13
High yield credit is attractive
High yield credit quality is much higher than in the past, and there is opportunity within the credit space. While investment-grade spreads are very tight and not compelling, high yield offers attractive returns and resilience.
MED
14:49
Jul 09
Jul 09
Buy high-yield for 7% yield, low vol.
High-yield credit offers a 7% yield with about one-third the volatility of equities and is well positioned in the AI supply chain (the picks and shovels that build data centers). Attractive alternative to equities.
MED
About HYG Analyst Coverage
Buzzberg tracks HYG (iShares iBoxx $ High Yield Corporate Bond ETF) across 22 sources. 48 bullish vs 15 bearish calls from 72 analysts. Sentiment: predominantly bullish (31%). 107 total trade ideas tracked. Past 7 days: 6 bullish, 1 watch. Latest voices: Alessio de Longis, Padhraic Garvey, Cayla Seder.