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‘Revenge travel’ – the recovery, opportunities and risks for investments

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Manage episode 350222913 series 2781330
Content provided by Magellan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magellan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector and the associated investment opportunities. Ofer is joined by Ryan Joyce, Sector Head of Technology, Hannah Dickinson, Sector Head of Franchises, and Yathavan Suthaharan, Industrials Analyst. From airlines to accommodation, luxury retail to technology and manufacturing to aircraft maintenance, together they discuss the companies that might benefit from the re-opening up of the travel sector post covid and what risks and opportunities might lie ahead. There are also some fascinating revelations about the way the pandemic has forced these industries to evolve.

  continue reading

65 episodes

Artwork
iconShare
 
Manage episode 350222913 series 2781330
Content provided by Magellan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magellan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector and the associated investment opportunities. Ofer is joined by Ryan Joyce, Sector Head of Technology, Hannah Dickinson, Sector Head of Franchises, and Yathavan Suthaharan, Industrials Analyst. From airlines to accommodation, luxury retail to technology and manufacturing to aircraft maintenance, together they discuss the companies that might benefit from the re-opening up of the travel sector post covid and what risks and opportunities might lie ahead. There are also some fascinating revelations about the way the pandemic has forced these industries to evolve.

  continue reading

65 episodes

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