This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Despite the vital role it plays in global trade, few of us paid much attention to the shipping industry until the pandemic. Stretched supply chains, demand shock, and a boat getting stuck in the Suez Canal changed things and suddenly it was apparent just how important ships are to the functioning of the global economy.
It’s an industry that hasn’t always been particularly accessible to investors, with many companies held in private hands. However, last year Taylor Maritime (TMI) listed on the London Stock Exchange to offer investors the opportunity to take advantage of some of the dynamics at play in the sector.
In this week’s episode of Trust Issues, we spoke to TMI founder Ed Buttery about the sector, why he set up TMI and what opportunities the trust is trying to take advantage of.