The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
Transportation assets and tariffs: Is bad news good news?
Center For Investment Excellence
22 minutes 32 seconds
4 months ago
Transportation assets and tariffs: Is bad news good news?
In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs and geopolitical tensions, are influencing transportation assets like shipping, aviation, and rail. The conversation delves into the implications of recent policy changes, the evolving global trade routes, and the strategic considerations for transportation investments.
Center For Investment Excellence
The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
