))
Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management)
Manage episode 413775965 series 3299181
Content provided by Wilsons Advisory. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wilsons Advisory or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
30 episodes
Share
