US High Grade Credit Research: Top 10 US High Grade Ideas – July 2026 edition

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US High Grade Credit Research: Top 10 US High Grade Ideas – July 2026 edition

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US High Grade Credit Research

Top 10 US High Grade Ideas – July 2026

edition

Credit Analysis

Our Top 10 US High Grade Ideas list 01 July 2026

This report is our Top 10 US High Grade (HG) Ideas list comprising corporate bond and/or High Grade Credit

loan recommendations. As selected by the Head of BofA US Credit Research, these United States

recommendations are a collection of our best investment ideas from the universe of bonds Cross-Industry

and loans covered by BofA Global Research US fundamental HG Credit Research analysts.

We expect the picks to outperform or underperform their relevant benchmarks, and they Table of Contents

could be based on particularly attractive or unattractive expected total return due to

AbbVie Inc (ABBV) 2

potential market- and/or business-related catalysts, interest carry, yield to redemption,

AutoNation (AN) 3

and/or value based on spread and/or yield relative to credit quality. BofA Global Research

credit ratings reflect a three-month time horizon. While the list is not a model portfolio, we CVS Health (CVS) 4

strive to provide a diversified group of debt instruments from a range of sectors. Sectors Dick’s Sporting Goods (DKS) 5

and instruments not under research coverage cannot be included. GM Financial (GM) 6

Ladder Capital Corp. (LADR) 7

10 Overweights LyondellBasell Industries N.V. (LYB) 8

Our July 2026 list includes 10 Overweight (OW) recommendations and consists of 10 ONEOK Inc (OKE) 9

bond issuer recommendations. The recommendations are AbbVie, AutoNation, CVS, Oracle Corp (ORCL) 10

Dick’s Sporting Goods, GM Financial, Ladder Capital Corp, LyondellBasell Industries, Pacific Gas & Electric (PCG) 11

ONEOK Inc., Oracle Corp, and PG&E Corp.