by HAGIM GmbH | Oct 9, 2026 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Briel Senior Portfolio Manager Multi Asset Credit; Investment Grade Portfolio Management Credit German automakers have not yet been able to stabilize their profitability. For now, most are offsetting rising business risks with robust balance sheets—but they... 
by HAGIM GmbH | Mar 9, 2026 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade The recent escalation in the Middle East, particularly around Iran, has once again put the oil market in the spotlight – but for credit investors the really relevant question is a different one:... 
by HAGIM GmbH | Dec 11, 2025 | Emerging Markets, Nicht kategorisiert, Specialist Article
Investing in Times of Convergence and Regime Change The Blurring Lines Between Developed and Emerging Markets The traditional segmentation of credit markets into developed markets (DM) and emerging markets (EM) is becoming increasingly inadequate for today’s market... 
by HAGIM GmbH | Nov 6, 2025 | Multi Asset Credit, Nicht kategorisiert, Specialist Article
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 | 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...
