{"id":6059,"date":"2025-07-25T16:21:04","date_gmt":"2025-07-25T14:21:04","guid":{"rendered":"https:\/\/seahawk-investments.com\/lang-en\/?p=6059"},"modified":"2025-08-04T16:08:51","modified_gmt":"2025-08-04T14:08:51","slug":"seahawk-sicav-quarterly-note-q2-2025","status":"publish","type":"post","link":"https:\/\/seahawk-investments.com\/lang-en\/2025\/07\/25\/seahawk-sicav-quarterly-note-q2-2025\/","title":{"rendered":"Seahawk SICAV- Quarterly Note | Q2 2025"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: justify;\"><span>We would like to share a brief recap of European airline equities during the 1st half of 2025 and our outlook in this segment under the section \u201cQuarterly Note Equity Investments\u201d.<\/span><\/p>\n<p style=\"text-align: justify;\"><span>The section &#8220;Quarterly Note Fixed Income Investments&#8221; highlights that opportunities persist in the High Yield Energy segment, supported by improved credit quality and relatively stable crude oil breakeven prices, despite slightly softer fundamentals.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-50px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; min_height=&#8221;119px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/seahawk-investments.com\/lang-en\/wp-content\/uploads\/2025\/07\/Equity-Quarterly-Note2-.pdf&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Quarterly Note | Equity Investments&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/seahawk-investments.com\/lang-en\/wp-content\/uploads\/2025\/07\/Fixed-Income-Quarterly-Note2-2.pdf&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Quarterly Note | Fixed Income Investments&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p align=\"center\" style=\"text-align: justify;\"><span style=\"font-size: small;\"><strong>Disclaimer<\/strong><\/span><\/p>\n<p align=\"center\" style=\"text-align: justify;\"><span style=\"font-size: small;\">This document is marketing information aimed exclusively at professional clients within the meaning of Section 67 of the German Securities Trading Act (WpHG) (natural and legal persons) with their habitual residence\/registered office in Germany and is used exclusively for information purposes.\u00a0<\/span><\/p>\n<p align=\"center\" style=\"text-align: justify;\"><span style=\"font-size: small;\">This marketing information cannot replace individual investment and investor advice and does not constitute a contract or any other obligation. Furthermore, the content does not constitute investment advice, an individual investment recommendation, an invitation to subscribe to securities or a declaration of intent or an invitation to conclude a contract for a transaction in financial instruments. Nor was it written with the intention of providing legal or tax advice. The tax treatment of transactions depends on the personal circumstances of the respective customer and may be subject to future changes. The individual circumstances of the recipient (including the economic and financial situation) were not taken into account when preparing the information. Past performance is not a reliable indicator of future performance. Recommendations and forecasts are non-binding value judgments about future events and may therefore prove to be inaccurate with regard to the future performance of a product. The information provided relates exclusively to the time of preparation of this marketing information; no guarantee can be given that it is up to date or will continue to be correct.\u00a0<\/span><\/p>\n<p align=\"center\" style=\"text-align: justify;\"><span style=\"font-size: small;\">An investment in the aforementioned financial instruments\/investment strategy involves certain product-specific risks &#8211; e.g. market or sector risks, currency risk, default risk, liquidity risk, interest rate risk and credit risk &#8211; and is not suitable for all investors. Therefore, potential investors should only make an investment decision after a detailed investment consultation with a registered investment advisor and after consulting all available sources of information. For further information, you can find the key information document (PRIIPs) and the securities prospectus free of charge here: https:\/\/seahawk-investments.com\/fonds\/. The information is provided to you in English.<\/span><\/p>\n<p align=\"center\" style=\"text-align: justify;\"><span style=\"font-size: small;\">The above content exclusively reflects the opinions of the author; these opinions may change at any time without being published. This information is protected by copyright and may not be reproduced or used for commercial purposes.<\/span><\/p>\n<p align=\"center\" style=\"text-align: justify;\"><span style=\"font-size: small;\">Publisher: Seahawk Investments GmbH, Bettinastrasse 62, 60325 Frankfurt am Main.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We would like to share a brief recap of European airline equities during the 1st half of 2025 and our outlook in this segment under the section \u201cQuarterly Note Equity Investments\u201d. The section &#8220;Quarterly Note Fixed Income Investments&#8221; highlights that opportunities persist in the High Yield Energy segment, supported by improved credit quality and relatively [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1,22],"tags":[],"class_list":["post-6059","post","type-post","status-publish","format-standard","hentry","category-allgemein","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Seahawk SICAV- Quarterly Note | Q2 2025 - Seahawk Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/seahawk-investments.com\/lang-en\/2025\/07\/25\/seahawk-sicav-quarterly-note-q2-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Seahawk SICAV- Quarterly Note | Q2 2025 - Seahawk Investments\" \/>\n<meta property=\"og:description\" content=\"We would like to share a brief recap of European airline equities during the 1st half of 2025 and our outlook in this segment under the section \u201cQuarterly Note Equity Investments\u201d. 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