Andy Dacy

Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management, draws from his 30+ years in the field to discuss current trade disruptions and their effects on transportation. He highlights how shipping patterns are adjusting due to geopolitical events and the potential revival of U.S. shipbuilding. Dacy offers insights into navigating investments amid volatility and the influence of U.S. tariff policies on global trade dynamics. Furthermore, he addresses challenges with the Jones Act and the opportunities available in the expansive transportation market.