by HAGIM GmbH | Jul 3, 2026 | Nicht kategorisiert
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 | 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...
