by HAGIM GmbH | Mar 9, 2026 | Nicht kategorisiert
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 | 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...