Investor sentiment toward trade finance remains positive as risk-adjusted returns outperform broader bank indices year-to-date. Sector analysts maintain overweight recommendations. Diversification is his antidote. "When you blend different country risk, products and commodities together, you de-risk the portfolio with diversification." Institutional investors have a great ability to perform deep dive due-diligence where emphasis is mostly on process and governance. Alteia also encourages site visits, to allow investors to see underlying operations firsthand unlike other investment products where the core business is on paper trading such as receivables. On Wednesday, the first full day of the government shutdown, the S&P 500 ( ^GSPC ) gained 0.3% to close over 6,700 for the first time ever, landing at 6,711 on the day, while the Dow ( ^DJI ) rose 0.1% to notch a second straight all-time high. On Thursday, the three major indexes — the S&P 500, Dow, and the Nasdaq ( ^IXIC ) — all hit fresh records. In yesterday's closing session, trade finance-linked banking stocks saw an average gain of 1.8%, fueled by improved commodity export data. Market watchers suggest sustained growth in emerging market trade volumes could lift sector valuations in the coming months.