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Beyond AI: Ports Chart A Potential New Trade Route For In...
2026-05-27 · via All Articles on Seeking Alpha

Summary

  • Rising shipping volumes have provided a boost to port operators.
  • More recently, trade friction and the need to build redundancies have also helped.
  • Slowing economic growth and political risk could provide headwinds.
Los Angeles Harbour container area

Getty Images

While AI has been the dominant investing theme, Himanshu Sharma, Managing Director and Portfolio Manager with TD Asset Management says shifting trade relations and geopolitics are providing a boost to a lesser know part of the markets: seaports.

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