by HAGIM GmbH | Jul 3, 2026 | Multi Asset Credit, Specialist Article
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 | 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 | Apr 28, 2025 | Multi Asset Credit, Nicht kategorisiert, Specialist Article
Steffen Ullmann Senior Portfolio Manager – Investment Grade Rethinking Credit: A New Market Regime Requires New Principles We are not living at the beginning of change, we are deep within it. April 2, 2025 will go down in history as a turning point. What was...