Recent Posts

• Predictive Analytics for Investment & Operations OptimizationJune 6, 2018 - 7:25 pm

  A Growing American Economy The U.S. economy is heading into the second half of 2018 with strong momentum. Nonfarm payrolls are beating expectations. Manufacturing and construction indexes are accelerating. Economists are expecting growth through the end of the year between 3.6% and 4.8%. Economic activity, passenger, and both domestic and global air and rail freight […]

• Rising Oil Price Unlikely to Thwart Aero and Rail Transport DemandMay 23, 2018 - 2:45 am

  Global Economic Forecast Investment forecasts are driven by models built on expected levels of economic activity. Shifting international dynamics and the impact of the U.S. Administration’s economic policies are driving changes. While oil prices remained below $50 for most of 2017, recent volatility reminds us there is uncertainty as to their future direction. OPEC has […]

• Tax Cut & Jobs Act Un-Levels the Rail & Air Investment Playing FieldMay 7, 2018 - 2:07 pm

  Investment in air and rail assets involves complex disciplines. These include financing, legal, bankruptcy, jurisdictional analysis, documentation skills, insurance knowledge, residual collateral value expertise, tax structuring, accounting (under the new lease accounting rules), and an understanding of the after-tax cash economics of loan vs. tax lease pricing. Secured lending is a credit risk and collateral […]