Listen to the podcast to see what the data is saying in terms of trends, travel spending & expectations for recovery. What areas of the sector are seeing growth? Is travel a recovery trade or does the data point to a longer term trend? How do the global demographics factor into the opportunities in this sector?
President & Chief Executive Officer
Paul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
How to subscribe:
The podcast is available to listen and subscribe through any of the following platforms: