Responsible Investing – Is it a reality for the shipping industry?
With investors and banks not taking #ESG measures lightly, how might the future of responsible investing look like? Transport Capital had a quick chat with Hubertus Clausius, Portfolio Manager and Managing Director of Seahawk Investments GmbH for his perspective....
Seahawk Equity L/S Fund – Factsheet August
Economic data from the U.S and the Eurozone was mixed in the month. Market jitters over FED monetary policy tested support ahead of the Jackson Hole Symposium late in the month. By giving assurances that a tapering of monthly asset purchases before year end would not...
Transport Capital Appoints Vijay Kamath as New Head of Southeast Asia, South Asia, and Middle East
Vijay Kamath strengthens the team with more than 28 years of experience in business development, banking, financial and commercial management. Transport Capital, an investment management and financial advisory firm focused on Maritime and Aviation, today announced the...
Seahawk Equity L/S Fund – Factsheet June
The Core Consumer Price Index (CPI) in the US had reached a rate of 3,8%, its highest increase since 1992. The Fed has succeeded in convincing markets that high inflation may only be transitory while the growth outlook for this year remains strong. 10-year US treasury...
Seahawk Equity L/S Fund – Factsheet May
Inflation concerns, rising input costs and a tight labor market led to a choppy month of trading. Equity markets rallied into month’s end to close mixed to flat for May. Investors’ concerns around inflation running hot have been seen in all aspects of the market....
Seahawk Equity L/S Fund – Factsheet April
Investors spent much of April grappling with two competing dynamics: signs of a strong economic rebound, particularly in the U.S., and worsening Covid-19 cases elsewhere in the world that threaten to hamper the global recovery. Robust corporate earnings helped major...
Transport Capital Partners as Exclusive Lending Agent of Hamburg Commercial Bank in Asia Pacific
Singapore – 12 April 2021 Investment management and advisory firm Transport Capital supports Germany-based Hamburg Commercial Bank to widen its reach into Asia through a new partnership. Transport Capital announces a new partnership with German lender Hamburg...
Seahawk Equity L/S Fund – Factsheet March
Finally, it was a month of trading without COVID dominating the market. US Weekly Unemployment Claims returned closer to the pre-COVID level, breaking under 700,000. The Fed maintained its accommodative stance. In this environment the broad equity markets have shown...
Seahawk Equity L/S Fund – Factsheet February
Rising US treasury yields were a catalyst for the shift in sector leadership to accelerate towards economically sensitive sectors that have lagged since the start of the pandemic. Growth style investments logged their worst month over value investments since 2000....
Seahawk Equity L/S Fund – Factsheet January
Global stock markets have started into the year on a positive note. During the course of the month market participants became increasingly concerned regarding vaccination programme delays, more aggressive COVID-19 mutants and ongoing lock down restrictions. Saudi...