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Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management)
Manage episode 413775965 series 3299181
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On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following;
- The different types of transport assets that are critical to the global supply chain
- How geopolitical events impact the demand for transportation assets (including valuations)
- The correlation and volatility of these global transportation assets through the cycle
- What risks investors need to be aware of when investing in this asset class
- Who is the buyer of these assets and how the leasing of these assets work
- How ESG is impacting these assets
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