Comment / Meltdown risk returns with a vengeance – how to hedge the downside

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What a great time to sift through the forward trading multiples of all the major actors in transport and logistics (T&L) on both sides of the Atlantic.

Trying to figure out if the world of trade could actually be immune to macroeconomic and geopolitical shocks given prevailing T&L values – at least, if you look at it through an investor’s lens – we end up chasing… Covid highs.

Meanwhile

The headline stories of the past 24 hours are there for all to see.

“Certainly ...