‘Revenge travel’ – the recovery, opportunities and risks for investments
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 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.
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Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.
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Magellan
Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.
Expertise
Magellan
Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.
Expertise
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