Market Perspectives – Destination unknown: Transport sector volumes in the post-COVID-19 era Replay

Macquarie

Our recent Market Perspectives webinar focused on the outlook for volumes in the transport sector, including the long-term impacts of the pandemic and supply chain transformation.

Our panel of experts discussed:

  • The collapse of air travel during COVID-19, the status of the recovery by region, and the impact recent supply disruptions are having on volumes and pricing
  • Deglobalization, what it means for growth in trade volumes, and how port profitability has been affected by the pandemic
  • The potential long-term impact of new technologies (such as electric vehicles, driverless cars, and 3D printing) on road, air, and trade volumes

 

For investment professional and institutional investor use only. Not for use with the public.
Investing involves risk, including the possible loss of principal.
Past performance does not guarantee future results.
This webinar is for informational purposes only. Please see the registration page for additional information and risk disclosures.
The views expressed represent the investment team’s assessment of the market environment as of the date indicated and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice.
Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is a full-service asset manager offering a diverse range of products across public and private markets including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and asset finance. The Public Investments business is a part of MAM and includes the following investment advisers: Macquarie Investment Management Business Trust (MIMBT), Macquarie Funds Management Hong Kong Limited, Macquarie Investment Management Austria Kapitalanlage AG, Macquarie Investment Management Global Limited, Macquarie Investment Management Europe Limited, and Macquarie Investment Management Europe S.A.
Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.
© 2023 Macquarie Group Limited

[3122735] 9/2023

Macquarie Asset Management
Macquarie Asset Management

Macquarie Asset Management (MAM) is a global asset manager, integrated across public and private markets. Trusted by institutions, governments, foundations and individuals to manage approximately $A892 billion in assets, we provide a diverse range of investment capabilities including real assets, real estate, credit, equities and multi-asset solutions.

Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 21,000+ in 34 markets and is listed on the Australian Securities Exchange.

All figures as at 30 September 2023.

Paul Ames
Managing Director
paul.ames@macquarie.com
215 837-3193

Ping Li
Senior Vice President
Insurance Strategy Lead
ping.li@macquarie.com
347-237-2454

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