by HAGIM GmbH | Jun 11, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade News-PDF The current weakness in oil is leading to higher risk premiums – but beneath the surface, the sector is changing fundamentally. The ongoing consolidation in the oil service segment is... 
by HAGIM GmbH | May 27, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade Gold price at record levels – but what does this mean for credit quality? While the operating figures of many gold miners are improving in the short term, structural limitations remain. Strong... 
by HAGIM GmbH | May 5, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade It was a time of great hopes and bold visions: When the euro saw the light of day a quarter of a century ago, its architects dreamed of a currency that would stand up to the dollar. Today, 25 years... 
by HAGIM GmbH | Mar 24, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade The EUR credit market has recovered significantly since the beginning of the year. Spreads have fallen from 95 basis points to 79 basis points in the meantime – even geopolitical uncertainties and... 
by HAGIM GmbH | Mar 18, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade Reverse Yankees – Euro bonds issued by US companies – started the year strongly, but the interest rate turnaround in Europe has put an abrupt end to the boom. The shrinking interest rate... 
by HAGIM GmbH | Feb 25, 2025 | Investment Grade, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade In recent years, the new issue premium has been a reliable source of returns for bond investors. In the current market environment, this advantage is increasingly disappearing. Especially in these...
