Gregory Halton assesses the opportunities and risks of a sector that is suddenly making front-page news
Tag: Investment Strategy
Value firms that value their customers
Gyms, airlines and cruise ships did not have the best consumer relation reputations before the pandemic and they’re suffering for it now
Equities ditched as managers expect dramatic profit drop
‘The risk/reward profile looks less compelling’
Bearish stance on European economy does not extend to equities
Despite sharp decline in recovery expectations
Stoxx 600 hits highs despite global uncertainties
But a weather eye remains fixed on international developments
Airlines lined up for take-off, but are they in it for the long haul?
Industry revenues hit $328bn in 2020, in nominal terms the same level it reached in 2000
Why community banks can drive returns from the US recovery
Sector’s post financial crisis bounce back has been largely overlooked
AI investing set to take a hammer blow?
‘However well intended, the provisions will extract a heavy price from an increasingly uncompetitive European economy’
Is thematic investing the key to long-term performance?
Two themes transcended geographies and business sectors to top investor preference
