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May 20, 2024
Industrials Analyst Hannah Whang and Portfolio Manager Steve Rigo discuss the current freight recession and the macro and idiosyncratic catalysts that could support a recovery in the transports industry. They also offer their views on investment opportunities among LTL trucking companies, freight rail operators and package delivery providers.
Past performance is no guarantee of future results. Copyright © 2024 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.
