travel and tourism

Learn how and where Forager's Steve Johnson and ECP Asset Management's Sam Byrnes find investments outside the crowded trades

Increasing tourism and the prospect of limited construction are creating a compelling opportunity in Australian hotels.

Back in October 2020, in the depths of the COVID-19 pandemic, in a blog titled “why cruise lines could be worth buying again,” we proffered an investment thesis that...

Revenge travel is a thing. But it may soon be a thing of the past

Travel has been a bright spot in a challenging reporting season, but Tribeca's Jun Bei Liu views challenges ahead.

Nikko AM's Iain Fulton discusses the importance of earnings and highlights a troubled sector where tomorrow's leaders could come from.

In June, I went on a trip to Europe with Tasneef Rahman, Senior Investment Analyst at 4D, to meet with management teams from regulated utilities, renewables,...

As we (slowly) exit from COVID-19, the world is eagerly trying to uncover what the 'new normal' will look like. Is working from home destined to stay? Will we all live...

One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011 book) is to have a sense of where we stand. “I...

Ahead of The Great Reopening – terms and conditions apply - investors pre-emptively have been piling into the travel and tourism faves such as Flight Centre, Webjet...