by HAGIM GmbH | Jan 12, 2026 | High Yield, Nicht kategorisiert, Specialist Article
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... 
by HAGIM GmbH | Dec 16, 2025 | Emerging Markets, Specialist Article
Authors Brazilian corporate bonds are not benefiting from the strong year in emerging markets. The recent weakness reflects an event that upset the balance in a market where macroeconomic conditions had already been weighing on corporate bonds for some time. The... 
by HAGIM GmbH | Dec 11, 2025 | Emerging Markets, Nicht kategorisiert, Specialist Article
Investing in Times of Convergence and Regime Change The Blurring Lines Between Developed and Emerging Markets The traditional segmentation of credit markets into developed markets (DM) and emerging markets (EM) is becoming increasingly inadequate for today’s market... 
by HAGIM GmbH | Nov 6, 2025 | Multi Asset Credit, Nicht kategorisiert, Specialist Article
Authors Since the middle of the year, the spread difference between EUR investment grade and high yield chemicals has widened significantly. This divergence can be explained fundamentally and opens up selective opportunities. Since the middle of the year, the spread... 
by HAGIM GmbH | Nov 4, 2025 | Investment Grade, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade Utility bonds have always been regarded as the epitome of defensive investments. However, this sector is increasingly exposed to a field of tension between regulation, politics and demand. At first...
