Aaron Mulvihill
Head of Content, Blockworks
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 13
$41.31
-1.9%
Shipping benefits from the conflict as oil and LNG must travel longer distances to reach markets due to disruptions. Ships are traveling further, increasing demand for transportation.
Other
Long
Apr 13
$54.76
+4.6%
Real estate and infrastructure assets provide constant returns and have inflation-hedging characteristics. They can pass on rent and electricity price increases to consumers, turning inflation into income. These are among the few asset classes in the green this year.
Other
Long
Apr 13
$43.07
+1.0%
Real estate and infrastructure assets provide constant returns and have inflation-hedging characteristics. They can pass on rent and electricity price increases to consumers, turning inflation into income. These are among the few asset classes in the green this year.
Other
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