U.S. Equity Strategy: Semiconductors, Transportation Improving
The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher...
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Dry Bulk Shipping Outlook 2019: Global Slowdown Casts Shadow on Long Held Recovery Narrative
Five of the dry bulk shipping stocks under our coverage delivered a negative return of 24.4% in 2018, owing to uncertainty in the global markets....
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Maritime Financial Insight - July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Dry Bulk Shipping - Recovery to Normalise in 2018
After a strong freight rate rally in 2017, which also rubbed on stock prices, we have seen a significant correction in the recent past as the BDI...
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The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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