Nomination for the SCOPE AWARD 2026
For the third consecutive time, Holinger Asset Management has been nominated by SCOPE Explorer in the category «Best Convertible Bond Asset Manager DACH».
Review 1H2025 - H.A.M. Global Convertible Bond Fund
Our market and performance review for the first half year 2025.
5 Years H.A.M. Enhanced Yield CB Fund
The anniversary year 2025 continues for Holinger Asset Management.
25 Years H.A.M. Global Convertible Bond Fund: Final Part
Our video series celebrating 2️⃣5️⃣ years of the H.A.M. Global Convertible Bond Fund enters the final round.
25 Years H.A.M. Global Convertible Bond Fund: Part III
Our video series celebrating 2️⃣5️⃣ years of the H.A.M. Global Convertible Bond Fund enters round three.
25 Years H.A.M. Global Convertible Bond Fund: Part II
Our video series celebrating 2️⃣5️⃣ years of the H.A.M. Global Convertible Bond Fund continues.
25 Years H.A.M. Global Convertible Bond Fund
In March 2000 we launched the H.A.M. Global Convertible Bond fund with the idea to give investors the opportunity to participate in the unique asset class of convertible bonds in an index agnostic way.
«Magnificent 7» 🇺🇸 vs. AI Technology from China 🇨🇳
Since the beginning of the year, the stock performance of leading technology companies in the U.S. and China has diverged significantly.
Review 2024 - H.A.M. Global Convertible Bond Fund
Our market and performance review for 2024.
The Impact of Bitcoin on Convertible Bonds in 2024
Key drivers for equity markets over the past year can largely be distilled into interconnected themes: artificial intelligence, Donald Trump, and Bitcoin. The convertible bond universe, which is inherently aligned with growth companies and emerging technologies, saw Bitcoin’s influence become particularly pronounced in 2024.
Winner of SCOPE AWARDS 2025: Holinger Asset Management AG
For the second year in a row, Holinger Asset Management has been named the best asset manager for convertible bonds in the DACH region, earning the prestigious SCOPE AWARD 2025.
Convertible Bonds: Review and Current Environment
We would like to present the performance of the H.A.M. Global Convertible Bond Fund compared to equities and bonds as of October 23, 2024 (net performance).
Nomination for the SCOPE AWARD 2025
We are delighted to inform you that Holinger Asset Management has once again been nominated for the prestigious SCOPE AWARD 2025 in the category of «Best Asset Manager Convertible Bonds» for the DACH region.
Travel Report «Jefferies US West Coast CB Tour»
After extensive preparation and much anticipation, the time finally arrived in mid-September: the «US West Coast CB Tour» organized by the US investment bank Jefferies kicked off, and Holinger Asset Management was proud to be the only exclusive convertible bond boutique from Switzerland to participate.
Mid-Year Review 1H2024 - H.A.M. Global Convertible Bond Fund
Our market and performance review for the first half of 2024.
Embracing Global Diversification and Capturing Asian Opportunities
At Holinger Asset Management, true global diversification has been our guiding principle since inception.
Bitcoin and Convertible Bonds
The beginning of spring is upon us, nature is awakening, and the tulip season is starting. This metaphorically applies to the revival of cryptocurrencies as well: with the US Securities and Exchange Commission's approval of Spot Exchange-Traded Products on Bitcoin in January of this year, the cryptocurrency has finally become mainstream and has since been flooded with cash flows.
Stock markets are running hot and ignoring lower interest rate expectations
In the wake of cautious communication from the U.S. Federal Reserve, markets have significantly reduced their expectations for imminent interest rate cuts over the past weeks: While two rate reductions by May this year were priced in at the end of 2023, the first adjustment is now expected only in June.
Annual Review 2023 - H.A.M. Global Convertible Bond Fund
Our market and performance review of 2023.
The H.A.M. Enhanced Yield CB Fund is now UCITS regulated
As of December 1, 2023, the fund is now a publicly accessible UCITS fund under Liechtenstein law.
New PM Hiring: Leonardo Spangaro
Leonardo Spangaro to join Holinger Asset Management from January 2024.
Winner of Scope Award 2024: Holinger Asset Management AG
Here is what Scope Explorer says about us:
Scope Award 2024 Nomination
Scope has nominated Holinger Asset Management AG.
Mid-Year Review 1H2023 - H.A.M. Global Convertible Bond Fund
Our market and performance review for the first half of 2023.
H.A.M. GCBF Fully SFDR Article 8 Compliant
After implementing a comprehensive ESG process earlier this year, the final adjustments for ESG integration were successfully completed in October 2022.
Performance Update – Unexpectedly Unspectacular
This year has proven to be anything but investor-friendly and satisfying.
Massive Sell-Off of Chinese Stocks – A Market Under Pressure
Chinese stocks have already underperformed compared to European and American stocks last year. This trend continued into 2022 and has intensified since the beginning of March.
Japan Market Comment & Outlook
The earnings season has concluded, and most of the reported figures for the third quarter or half-year were positive. However, there were a few disappointments from a CB (convertible bond) perspective.
Japan Market Comment & Outlook
The Japanese stock markets have recovered after the brief but sharp correction, with losses of around 9% from mid-September to the end of the first week of October, and are now up 4.4% from their lowest point.
Turbulences in China's Real Estate Sector
Headlines about China Evergrande’s potential insolvency sent shockwaves through the market.