Splash 24722 Jul 2026Macro
Automatically composed with AI from the cited sources
No desk note for this article — the source text is below.
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 …