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... 
by HAGIM GmbH | Feb 27, 2025 | High Yield, Nicht kategorisiert, Specialist Article
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 22, 2025 | High Yield, Nicht kategorisiert, Specialist Article
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 | High Yield, Specialist Article
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 14, 2024 | High Yield, Specialist Article
Europäische Hochzinsanleihen: Stabile Kupons bilden die Grundlage für eine langfristige Wertentwicklung; ein aktives Management kann zusätzliche Chancen eröffnen. The Power of the Coupon! After highlighting in our last Spotlight how European high-yield bonds offer... 
by WH-HaGim24 | Aug 30, 2024 | High Yield, Specialist Article
Returns You Can Count On!¹ European high-yield bonds offer greater predictability of returns due to their high coupons and low duration. Through skillful portfolio construction, these returns can also be tailored to investors’ individual needs. Greater predictability...
