by HAGIM GmbH | Oct 9, 2026 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Briel Senior Portfolio Manager Multi Asset Credit; Investment Grade Portfolio Management Credit German automakers have not yet been able to stabilize their profitability. For now, most are offsetting rising business risks with robust balance sheets—but they...
by HAGIM GmbH | Jul 3, 2026 | Multi Asset Credit, Specialist Article
Steffen Ullmann Senior Portfolio Manager Multi Asset Credit; Investment Grade Portfolio Management Credit Rather than geopolitical risks or growth concerns, another trend is currently shaping the credit markets: the growing divergence between government and corporate...
by HAGIM GmbH | Mar 9, 2026 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade The recent escalation in the Middle East, particularly around Iran, has once again put the oil market in the spotlight – but for credit investors the really relevant question is a different one:...
by HAGIM GmbH | Feb 25, 2026 | High Yield, Specialist Article
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 | High Yield, Specialist Article
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...