The broad equity markets have shown positive returns during the month of June. The end of the lock-down coupled with increased domestic air traffic in the US has triggered a sentiment-driven rally in aviation stocks. Within this segment the fund…
Singapore July 15, 2020 Transport Capital is pleased to announce that Serena Wang has joined as Head of Greater China, based in Beijing. Serena was formerly Head of Shipping Finance at Minsheng Financial Leasing where she completed more than 20…
Transport Capital has participated in the Marine Money Webinar on the 2nd of July 2020. As a panel speaker Philip Clausius of Transport Capital has discussed the changing shipping landscape in Deal Origination, Finance & Operations.
The broad equity markets have enjoyed another strong performance in the month of May. OPEC+ supply cuts of around $ 9.7mn/barrel have supported the oil price. The price of Brent oil has gone up from $ 25/barrel to $ 35/…
Equity markets have enjoyed a strong performance in April, following a withering bout of selling prompted by the COVID -19 pandemic. Major benchmark are roughly 30% off-bear market lows put in on March 23. OPEC, Russia and other countries have…
As Corona-infections have further increased in Europe and the US during the month of March governments had to enforce quarantine restrictions. These had a particularly negative impact on the sectors of travel and transportation. Given the spill-over-effects into the entire…
Equity markets have been stable until the last week of February as active Corona-infection cases seemed to leveloff. Thereafter, global infection statistics gave evidence that the Corona Virus would spread dramatically outside China. Risky assets have sold-off subsequently. Particularly, European…
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….
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…
The ongoing optimism towards a “Phase One” trade deal between the U.S. and China combined with strong corporate earnings has improved the market sentiment during the month of November. A better than expected US-GDP growth rate for Q3 2019 of…
Seahawk Equity L/S Fund – Factsheet June
15. July 2020Serena Wang joins Transport Capital
15. July 2020Energy in a Post Covid-19 World
3. July 2020