- Freight Demand Sustains Transportation Equipment InvestmentMarch 30, 2020 - 8:00 am
Air cargo represents less than one percent of global trade by tonnage but amounts to $6 trillion worth of goods moved every year.
- Demand ShockMarch 13, 2020 - 8:00 am
The coronavirus was the turning point. Schools and universities are being closed. Public activities are being canceled. Air travel and supply chains are being disrupted. Companies are telling employees to stay put. The virus constitutes a force majeure event. Even before the U.S. ban on travel from Europe, Air Carriers were reacting by trimming capacity, […]
- Turbulent Markets Lead to OpportunityMarch 9, 2020 - 8:00 am
Investor interest continues to demonstrate market confidence in Air and Rail transportation equipment.