Global Transportation Assets
Global transport industry assets can be broadly defined as aircraft, energy logistics, equipment, maritime, rail, and vehicles. The assets are critical components of global supply chain networks and carry essential cargoes.
In partnership with J.P. Morgan Asset Management, this webinar:
- Explored the fundamental pinning of global transportation assets
- Examined how resilient these assets were in 2020
- Differentiated core+ and opportunistic assets
- Discussed their role and performance in a diversified portfolio
Transcript (with timings)
3:00 –Defining transportation assets
7:15 – Why is transportation a more attractive investment now?
11:06 – Opportunity to be a lessor in the transportation sector, in addition to being a provider of capital
14:12 – Impact of pandemic on global supply chains
18:52 – Increased cost due to supply chain problems in the transportation industry
20:38 – What is the significance of the Suez Canal incident?
25:29 – Transportation assets are considered big emitters of carbon. How can they fit in investors’ portfolios, given the importance considerations of ESG and carbon neutrality?
27:34 – Comparing carbon emission statistics for transportation vs other industries
29:56 – Both maritime and aviation industries are heavily regulated and making progress in the ESG space.
31:04 – Impact of the Biden infrastructure bill on transportation
32:36 – Potential for transportation to service the growing offshore wind power generation industry
35:20 – Rise of renewables and emergence of new transportation
40:26 – Portfolio construction: Role of transportation assets within the infrastructure portfolio
Presenter: Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, J.P. Morgan Asset Management
Moderator: Teik H. Tan, Executive Director, Investment Innovation Institute [i3]