by HAGIM GmbH | Aug 6, 2025 | Nicht kategorisiert
Authors The risk premiums of emerging market bonds are approaching their historic lows, making the market segment appear relatively expensive at first glance. However, those who only look at the surface overlook the fact that the credit quality and resilience of the...
by HAGIM GmbH | Jul 18, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade How reliable were our analyses and forecasts in last year’s dynamic market environment? In the following review, our Senior Portfolio Manager Steffen Ullmann takes stock of our assessments in the...
by HAGIM GmbH | Jun 11, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade News-PDF The current weakness in oil is leading to higher risk premiums – but beneath the surface, the sector is changing fundamentally. The ongoing consolidation in the oil service segment is...
by HAGIM GmbH | May 27, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade Gold price at record levels – but what does this mean for credit quality? While the operating figures of many gold miners are improving in the short term, structural limitations remain. Strong...
by HAGIM GmbH | May 5, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade It was a time of great hopes and bold visions: When the euro saw the light of day a quarter of a century ago, its architects dreamed of a currency that would stand up to the dollar. Today, 25 years...