by HAGIM GmbH | Jul 3, 2026 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager Multi Asset Credit; Investment Grade Portfolio Management Credit Rather than geopolitical risks or growth concerns, another trend is currently shaping the credit markets: the growing divergence between government and corporate... 
by HAGIM GmbH | Feb 25, 2026 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Credit default rates in high yield are falling and is the market underestimating this development? A current analysis by Moody’s shows: Credit losses in the Ba, B and Caa rating categories are declining over... by HAGIM GmbH | Feb 13, 2026 | Nicht kategorisiert
Thomas Rentsch Senior Portfolio Manager High Yield Paying a penalty instead of saving CO2? Find out why the hype surrounding sustainability-linked bonds ends in a cool cost-benefit calculation and why it is often cheaper for companies to simply accept the “green... by HAGIM GmbH | Jan 23, 2026 | Nicht kategorisiert
Steffen Ullmann Senior Portfolio Manager – Investment Grade Market leadership is not a sure-fire success – even in supposedly stable sectors such as the advertising industry. What was considered a solid position for years can be eroded by operational... by HAGIM GmbH | Nov 6, 2025 | Nicht kategorisiert
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 | Nicht kategorisiert
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...
