Alternative Realities: Unlocking the potential of transport assets in modern portfolios

Watch the video version on YouTube. 

 

In this episode of Alternative Realities, we’re going to explore the transportation sector's resilience amid geopolitical and market disruptions. we'll talk about how transport assets, like ships and planes, have shown stability during events such as the pandemic and geopolitical tensions. The discussion highlights the sector's critical role in global trade, the impact of regulations like the Jones Act and the evolving landscape influenced by tariffs and China's economic activity.

 

Dr. David Kelly, Chief Global Strategist is joined by Anurag Agarwal, Head Portfolio Manager for our Global Transportation Group, to discuss the distinction between opportunistic and core investment strategies in the transport sector, emphasizing the stability and income potential of leasing critical transport assets.

 

Resources:

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
• Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify