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 Die Vorgaben zur CO2-Einsparung aus Sustainability-Linked Bonds (SLBs) umsetzen oder doch lieber eine Strafe zahlen? Erfahren Sie, warum der Hype um SLBs in einer kühlen Kosten-Nutzen-Rechnung enden und warum es für... 
by HAGIM GmbH | Jan 23, 2026 | Investment Grade, Specialist Article
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 22, 2026 | CIO Perspective, Private Markets
Thomas Herbert CEO / CIO Real Estate Debt: Defensive Cash Flows for High-Yield Portfolios The real estate market offers institutional investors a wide range of investment opportunities. In terms of property types, a distinction is made, for example, between office,...
