by HAGIM GmbH | Feb 25, 2026 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Credit default rates in high yield are falling and is the market underestimating this development? A current analysis by Moody’s shows: Credit losses in the Ba, B and Caa rating categories are declining over...
by HAGIM GmbH | Feb 13, 2026 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Paying a penalty instead of saving CO2? Find out why the hype surrounding sustainability-linked bonds ends in a cool cost-benefit calculation and why it is often cheaper for companies to simply accept the “green...
by HAGIM GmbH | Jan 23, 2026 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade Market leadership is not a sure-fire success – even in supposedly stable sectors such as the advertising industry. What was considered a solid position for years can be eroded by operational...
by HAGIM GmbH | Jan 12, 2026 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Senior secured high-yield bonds suggest security, but without genuine subordinated debt they often bear the full burden of losses in the event of insolvency. In the European high-yield market, the proportion of...
by HAGIM GmbH | Nov 6, 2025 | Nicht kategorisiert
Authors Since the middle of the year, the spread difference between EUR investment grade and high yield chemicals has widened significantly. This divergence can be explained fundamentally and opens up selective opportunities. Since the middle of the year, the spread...