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 | Jan 23, 2026 | Investment Grade, Specialist Article
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 4, 2025 | Investment Grade, Specialist Article
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... 
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...
