A major acquirer of tonnage over the past decade is voicing short-term caution in container ships and large bulk carriers — all sectors in which it has previously been active.

But Andrian “Andy” Dacy — chief executive of JP Morgan Asset Management Global Transportation Group — is likewise bullish on the LNG sector, a market in which the company has an extensive orderbook.

London-based Dacy said in an interview that JP Morgan’s transport investment group has now acquired more than 100 vessels under his tenure, passing the milestone during 2020.