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If you thought bankruptcy was complex – try no bankruptcy, but collapse: a situation that ...
When the yield of any asset class doubles or triples the typical level of (Western) inflation and stands out well above its own trend-line you must wonder how that could ever be, and what kind of risk is associated to the investment.
Even more so, arguably, if and when that yield comes from dividends not covered by earnings in transport and logistics which, in the time of Covid-19, is anything but a truly defensive, anti-cyclical sector.
Nearing 6%
It’s unknown whether we are ...
Carriers still need another 400,000 teu to maintain services
CMA CGM commits to no job cuts for a year, following Bolloré deal
DB Schenker – high bid whisper and... hope
Transpacific freight rates – it’s all about 'who blinks first'
sennder appoints Susanne Schroeter-Crossan as its new CFO
Hapag-Lloyd in choppy water as volatile market sinks profits
East coast port strike threat prompts shippers to consider heading west instead
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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