Shipping equities in 2026: Strong performance despite volatility
Crude tankers are the clear leader in returns YTD, while the second half of the year could still present interesting opportunities across selected segments if investors stay flexible.
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Crude tankers are the clear leader in returns YTD, while the second half of the year could still present interesting opportunities across selected segments if investors stay flexible.
Shipping is often treated as a single alternative asset class, but segment-level correlations tell a more useful story. Bulk and tanker segments largely move together, while crude tankers and container liners open up real diversification potential.
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