by HAGIM GmbH | Mar 18, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade Reverse Yankees – Euro bonds issued by US companies – started the year strongly, but the interest rate turnaround in Europe has put an abrupt end to the boom. The shrinking interest rate... 
by HAGIM GmbH | Feb 27, 2025 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Following a phase of issuance strikes due to higher interest rates, new issuance of European high-yield bonds is picking up again. However, issuers remain reluctant to commit to the current yield level in the long... by HAGIM GmbH | Feb 25, 2025 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade In recent years, the new issue premium has been a reliable source of returns for bond investors. In the current market environment, this advantage is increasingly disappearing. Especially in these... by HAGIM GmbH | Feb 22, 2025 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Despite the threat of a trade war, zero growth in Germany and political uncertainty in Europe, the market for high yield corporate bonds is showing remarkable resilience. Risk premiums have been on a downward trend... 
by HAGIM GmbH | Nov 25, 2024 | Uncategorized
Thomas Rentsch Senior Portfolio Manager High Yield Can high yield corporate bonds keep up with a traditional 60/40 portfolio? Our analysis shows: since 2003, European high yield bonds have achieved a similar performance to a traditional 60/40 allocation and with less...
