Transport 'leaving equity rivals in its dust'

According to Frances Hudson, global thematic strategist for Standard Life Investments, the transportation of materials and goods is fundamental to global growth and trade, with globalisation and the expansion of trade driving growth in the freight markets. Despite issues of congestion and order backlogs, Hudson believes that the freight industry can provide valuable information on activity in emerging economies, as well as the investment opportunities available. “The long and robust global economic upturn from the 2001 recession has provided a strong backdrop to the transport sector, ...