Against the current market backdrop, compelling investment ideas in shipping are in short supply.  In addition to our usual market musings, we will start offering up our thoughts on where we see opportunities to smartly deploy capital in shipping, including some that are a little bit off the beaten path.

In shipping, volatility isn’t noise—it’s opportunity. And in flat markets, even the sharpest traders can struggle to make the math work in their favor.

Major infrastructure funds invested big dollars in shipping in recent years. But what qualifies as "infrastructure" within shipping? LNG assets, container leasing, and Jones Act assets.

When you think of mainstream investment categories, things like tech and real estate come to mind–not shipping. But decisions to allocate capital into shipping are often deeply intertwined with broader investment trends.