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Must Read Research: Russell Concentration, Hazardous Trash is the New Treasure; AI Financing

Bank of AmericaRussell, Candace Browning, Savita Subramanian, Nandita Nayar, Neha Kota
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  • Market broadening is anticipated to create attractive opportunities within value, mid-cap, and small-cap benchmarks.
  • The hazardous waste sector is positioned to benefit from constrained capacity and multiple secular tailwinds.
  • Clean Harbors plans to expand operations within high-growth industrial markets along the Gulf Coast.
  • The high-yield index has widened approximately 20 basis points since July 22, with AI data center credits currently trading 110 basis points below non-AI high-yield.
  • A strategy of incremental entry is preferred over bottom timing given $30 billion of high-yield and $62 billion of investment-grade supply scheduled to price in the second half.