Published On: January 15th, 2026Categories: Trade Ideas
We are pleased to introduce a new investment case on Bayer AG, a diversified global life sciences leader navigating a complex transition phase marked by litigation, restructuring, and balance sheet repair. Despite near-term pressures, Bayer continues to demonstrate cash generation and deleveraging capacity, while recent developments around the US Supreme Court’s review of the Monsanto litigation improve visibility on the group’s key risk overhang. At current levels, Bayer’s bonds offer attractive compensation, with potential for spread tightening as litigation clarity and balance sheet normalization progress.
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