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...

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....

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...

After the strong market rally during the previous month the stock market has shown further strength. Before year end the major indexes hit all-time-highs. Given a potential demand recovery during 2021 the price of Brent Oil has moved up further from US $ 48.0 / barrel...

Global Investor sentiment has been lifted by optimism following Joe Biden’s victory in the US presidential elections and a string of positive announcements regarding COVID-10 vaccines. Especially economically sensitive cyclical stocks have been propelled when markets...

Investors are looking towards 2021. As effective COVID 19 vaccines will be introduced to the markets shortly. Cyclical Stocks are getting back into the focus of investors. Take a look at our Videocast (German) about the Seahawk Equiy Long Short fund at Capinside on...

Positive gains in US and European stocks over the first few weeks were erased in the last week of the month, as market volatility spiked in reaction to lock-downs. US and European Markets ended October with negative returns. The price of Brent Oil lost another 11,5%...

Singapore October 1, 2020 Transport Capital is pleased to announce that Piyush K. Sharma has joined Transport Capital as Senior Director Europe, based out of our Hamburg office. Piyush blends outstanding financial, commercial and technical acumen in the maritime...