by HAGIM GmbH | Oct 8, 2025 | High Yield, Nicht kategorisiert, Specialist Article
The European high-yield-market has long experienced a dominant phase of “Rising Stars”. This trend will reverse in 2025: Higher refinancing costs and geopolitical risks will lead to more downgrades of “Fallen Angels”. Investors must now manage... 
by HAGIM GmbH | Aug 6, 2025 | Emerging Markets, Nicht kategorisiert, Specialist Article
Authors The risk premiums of emerging market bonds are approaching their historic lows, making the market segment appear relatively expensive at first glance. However, those who only look at the surface overlook the fact that the credit quality and resilience of the... 
by HAGIM GmbH | Aug 1, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade Half a year of upheaval—yet risk premiums remain virtually unchanged. Is the calm in the credit market deceptive? Or does it reflect genuine resilience? Read on to learn where we see the positives and... 
by HAGIM GmbH | Jul 18, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
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 23, 2025 | High Yield, Nicht kategorisiert, Specialist Article
Thomas Rentsch Senior Portfolio Manager High Yield News-PDF Germany’s shift away from austerity—for example, through a 500-billion-euro infrastructure package and increased defense spending—has dampened hopes for falling interest rates. At the same time, Trump’s...
