Seahawk Equity L/S Fund – Factsheet October 2024
General Market Review Most international equity markets fell during the month of October. Sluggish growth particularly outside the United States remained the primary concern for investors. Uncertainty ahead of the US presidential elections was heightened. The...
Insight News – Oil Services
In the last three months the oil market has experienced downward pressure. Lower oil prices have impacted the oil services sector. In the below article we would like to highlight the key developments as well as the fundamentals of the oil services sector. Stock Market...
Seahawk Equity L/S Fund – Factsheet September 2024
General Market Review The month of September was lined with several central bank decisions. The most important one was the FED’s decision to cut its key policy rate by 0.5% bringing down the effective rate under 5%. Nonetheless, this decision was already expected by...
Seahawk Equity L/S Fund – Factsheet August 2024
General Market Review In early August US-recession fears have resurfaced as softer-than-expected economic growth data was followed by a weak employment report. As the Bank of Japan (BoJ) has decided to raise its key benchmark rate the Japanese Yen continued to...
Seahawk Equity L/S Fund – Factsheet July 2024
General Market Review In July, global stock markets have mostly risen. In the US, the technology sector has started to weaken as investors have started to rotate out into other sectors given concerns about the profitability of the artificial intelligence technology....
Seahawk Equity L/S Fund – Factsheet June 2024
General Market Review In June, global stock markets rose, mostly led by US mega tech names. Excluding the US global stock markets were flat. On the other hand, in Europe stock markets have declined, particularly in France, where Emanuel Macron has decided to call out...
Seahawk Equity L/S Fund – Factsheet May
General Market Review Both equity and bond markets have shown positive returns in the month of May, as market participants were optimistic about potential rate cuts starting this summer. Global bonds have generated positive returns. Expectations about falling...
Seahawk Equity L/S Fund – Factsheet April
General Market Review Global equity market dropped during the month of April with broad based weakness across most regions and sectors. Concerns over persistent inflation have led to a pushback of both the global bond and equity markets. On the other hand, the US...
Seahawk welcomes its new Senior Portfolio Manager
Seahawk Investments GmbH hereby announces a new senior hire. Benedikt Schröder. joined Seahawk Investments GmbH as a Senior Portfolio Manager in April 2024. Benedikt’s particular expertise is in the area of high-yield bonds. At Seahawk Investments he is presently...
Seahawk Equity L/S Fund – Factsheet March
General Market Review Global equity markets had a solid month in March as investors continue to expect a soft landing of the US economy. Moreover, expectations are high that Artificial Intelligence will lead to productivity and corporate profit gains. Despite...