A seven-year horizon is well into the future and allows time to develop new relevant technologies to have a future sustainable shipping business. As we are in the midst of extremely uncertain times from both a geopolitical and environmental perspective, a “buy to hold” investment with a 2030 horizon requires a deep dive into the target company’s business model.

The $1bn question

This article is part of a series written by people across shipping in response to this question about how to deploy a hypothetical TradeWinds Sustainable Shipping Fund:

How, where and why would you invest $1bn for the best return in sustainable shipping, as the industry grapples with the need to cut carbon emissions, improve efficiency and keep cargoes moving in...