by HAGIM GmbH | Jul 18, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade How reliable were our analyses and forecasts in last year’s dynamic market environment? In the following review, our Senior Portfolio Manager Steffen Ullmann takes stock of our assessments in the... by HAGIM GmbH | Jun 11, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade News-PDF The current weakness in oil is leading to higher risk premiums – but beneath the surface, the sector is changing fundamentally. The ongoing consolidation in the oil service segment is... by HAGIM GmbH | May 27, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade Gold price at record levels – but what does this mean for credit quality? While the operating figures of many gold miners are improving in the short term, structural limitations remain. Strong... by HAGIM GmbH | May 5, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade It was a time of great hopes and bold visions: When the euro saw the light of day a quarter of a century ago, its architects dreamed of a currency that would stand up to the dollar. Today, 25 years... 
by HAGIM GmbH | Apr 28, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade Rethinking Credit: A New Market Regime Requires New Principles We are not living at the beginning of change, we are deep within it. April 2, 2025 will go down in history as a turning point. What was...
