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Shipping's geopolitical hedge

This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. With over 30 years of experience in the transportation sector, Andy offers a wealth of knowledge and insight. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping. Timestamps: (00:00) Introduction (2:36) How can investors capitalize on the transportation sector? (5:27) How have policy and geopolitical events, like the pandemic and Red Sea crisis, impacted transportation? (12:13) What are the shipping sectors and investment characteristics? (13:13) Are shipping costs rising and routes changing due to U.S.-China tariffs? (14:48) How has the Russia/Ukraine war and U.S. liquified natural gas exports affected shipping? (17:20) Is U.S. shipbuilding financially feasible with the push for domestic manufacturing? (22:45) Where are the growth opportunities in transportation beyond shipping?