Hormuz and Red Sea conflicts sustain high shipping costs

Some asset managers expect the performance of a certain sector to remain strong in the future, relying on their forecasts of sustained growth and investment opportunities within it. They point to positive market indicators and fundamental analysis that support their view, despite warnings of potential volatility that could impact performance. They have adopted investment positions that allow them to benefit from the sector's ongoing strength, while closely monitoring economic and financial developments that could influence their outlook.