Investing in global transportation assets with Anurag Agarwal (J.P. Morgan Asset Management)

On the latest episode of the Invest it Best podcast, I speak with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management about investing in supply chain critical global transportation assets.

Anurag Agarwal is the Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. He has over 15 years of experience in institutional sales and direct equity investment activity.

Discussion topics (with timestamps)

• The benefits of investing in global transportation assets– 2.55
• The different types of transport assets that are critical to the global supply chain – 5.09
• How these assets performed through recent geopolitical events (including valuations) – 8.39
• The correlation and volatility of these assets compared to more traditional assets like equities – 13.41
• What risks investors need to be aware of when investing in this asset class – 15.41
• Who is the buyer/user of these global transportation assets – 20.21
• How the leasing of these global transportation assets work – 22.31
• Common lock up periods when investing in global transportation assets – 28.29
• How ESG is impacting these global transportation assets – 32.03

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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by WILSONS - one of Australia‘s leading financial advisory firms.