Seahawk prijst scheepvaartvolatiliteit aan als portefeuillediversificator

Splash 24722 jul 2026Macro
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Frankfurt-based Seahawk Investments has published new research arguing that the sharp divergence between shipping and energy subsectors can be turned into a source of portfolio diversification through long-short equity investing. Seahawk, the investment management arm of maritime and aviation advisory group Transport Capital, said different freight markets rarely move in lockstep, creating opportunities to trade …