Seahawk Equity L/S Fund – Factsheet January
Equity markets started favourably into the new year. US - Iran tensions have temporarily pushed the price of Brent to 70.0 US$/barrel. Subsequently, inventory data issued by the US DOE have shown high inventory levels of crude and oil products. Later, the outbreak of...
Seahawk Equity L/S Fund – Factsheet December
In December, the US and China agreed to a “phase one” deal, cancelling planned American tariffs on Chinese goods and reducing those imposed in September — in exchange for Beijing buying US goods. A breakout in optimism over global trade and supportive policies from...
Seahawk Equity L/S Fund – Factsheet October
After five months of constant escalations the US and China have finally agreed to a series of modest concessions. Another set of US-tariff increases, originally scheduled to take effect on Oct. 15 has been suspended. Moreover, an annualised 1.9% (Q3) US-growth rate...
The growing importance of the Liquified Natural Gas (LNG) market
Issued by: Thang Do, MSc Seahawk Investments GmbH Executive Summary The Liquified Natural Gas (LNG) Market will play an important role in tomorrow’s energy market as both gas and renewables are becoming the strongest growing energy segments in the years to come....
Seahawk Equity L/S Fund – Factsheet September 2019
Most equity markets have shown a solid performance during the month of September. After the drone attacks on the Aramco oil refinery in Saudi Arabia oil prices have shown a brief spike up to a level of $ 70/barrel (Brent). Subsequently, tensions in the Middle East...
Shipping Equity Market Outlook
Executive Summary The shipping industry has gone through a typical boom-bust-cylce over the past 10 years and the year 2016 can be seen as the low point. Since then operational profitability of shipping companies has improved significantly and the industry is facing a...
Seahawk Equity Long Short Fund – Factsheet August 2019
Escalating trade tensions between the US and China (US raising tariffs on an additional $ 300 bn. of chinese imports and China raising tariffs on $ 75 bn. of US imports) coupled with the announcement of weak macro-economic data from China (July Industrial production...
IMO 2020 and effects on the shipping industry
Issued by: Thang Do, MSc Portfolio Manager Seahawk Investments GmbH 1. IMO 2020 and new requirements The International Maritime Organisation (IMO) will enforce a new 0.5% global sulphur cap on fuel content from 1st of January 2020, lowering the present 3.5% limit. The...
Seahawk Equity Long Short Fund – Factsheet July 2019
Most equity markets have held up well during the month of July showing marginal positive returns. On the other hand, energy commodities haven shown a slight correction. As the global demand outlook for oil became clouded the price of Brent oil fell from 66.5...
Seahawk Equity Long Short Fund – Monthly Factsheet Report – June 2019
Dear Investor, after the strong market correction in May most equity markets were able to recover during the month of June ahead of the G20 meeting in Osaka. After the Brent oil price fell from US$ 72 / barrel to US$ 64 / barrel at the end of May it was able to...