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...
by HAGIM GmbH | Oct 28, 2024 | Uncategorized
Steffen Ullmann Senior Portfolio Manager – Investment Grade The upcoming reporting season is an important indicator of whether current company valuations are still justified in the context of a disappointing European economy. A disappointing European economy,...