Navigating Market Turbulence with Eco-Economics

A Strategic Perspective for Professional Investors

Navigating the recent market volatility, influenced by factors like potential further ECB rate cuts, record-high government debt issuance, and upcoming tariff deadlines, requires a dynamic investment strategy. The Helix Transition Fund employs an Eco-economics framework to identify opportunities and manage risks in this environment.

Photo by Summer Rune on Unsplash

Over the past week (March 24th-28th, 2025), our trading signals reflected this evolving market landscape:

• We initiated sell positions on companies like Caterpillar (CAT) and FedEx (FDX), anticipating potential negative impacts from trade restrictions and supply chain disruptions linked to tariffs.

• Conversely, we took a buy position in Boeing (BA), potentially seeing opportunities arising from government support in the aerospace sector amidst trade uncertainties.

• In line with our Eco-economics approach, which considers long-term trends, we also made moves reflecting company-specific assessments. For example, we had both buy and sell signals for Booking Holdings (BKNG), potentially capitalizing on short-term price movements influenced by tariff-related travel concerns.

• Throughout the week, there were numerous buy and sell signals across a range of sectors, demonstrating an active management approach seeking to capitalize on market fluctuations while adhering to our defined stop loss and take profit levels.

These trading signals illustrate how the Helix Transition Fund actively responds to market drivers, including macroeconomic trends and potential policy shifts, through a lens that integrates financial, social, and environmental considerations.

Professional investors interested in a more detailed understanding of our strategy and recent trading activity are invited to explore our Confidential Information Memorandum (CIM) at helix.earth/invest.