Utilities & Regulated Infrastructure

Investment-grade utilities and infrastructure issuers.

The utilities and regulated infrastructure sector presents a compelling opportunity for fixedincome investors seeking highsingledigit yields amid ongoing macroeconomic volatility. This screened cohort spans investmentgrade and crossover credits across the US, Mexico, France, Canada, and Great Britain, offering robust diversification coupled with predictable, ratebacked cash flows. Yieldtoworst metrics across the topranked universe currently cluster tightly between 7.50% and 7.87%, led by highcoupon longduration paper such as the Berkshire Hathaway Energy 2055 issue yielding 7.867% and Electricité de France structures hovering near 7.62%. Crossborder relative value is particularly pronounced in Mexican utility issuance, where Comisión Federal de Electricidad (CFE) bonds outyield comparably rated domestic peers while trading at deep discounts—such as the 2052 maturity yielding 7.741% at a cash price of 83.7—providing substantial total return and capital appreciation potential alongside reliable income generation.

Results are limited to USD bonds with an amount outstanding of at least USD 200MM.