“I am leaving the sea. I shall walk inland with an oar on my shoulder. When someone asks what it is – there I shall bide.”
The ongoing pain in crashing financial asset markets demonstrates the need to diversify portfolios and decorrelated returns. Shipping is one such asset; returns have been boosted by scarcity as a result of the pandemic – the question is: can these returns be maintained?
Yesterday I promised I would look more closely at diversified non-financial assets. This morning I’ve going to start with Shipping… but let me caveat it’s a complex and expert-led market. While Shipping has massive investment potential – recent results from shipping funds have been stellar – I am not a shipping expert. Talk to shipping professionals before you risk anything in the sector.
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