Moving Forward: Investing in Challenging Times
How do you think lessons learned during the Global Financial Crisis will potentially impact continued policy response and portfolio management decisions?
What are the primary challenges and opportunities in travel, restaurants, leisure?
What are your thoughts on the actions other nations have or have not taken, and what kinds of challenges or opportunities could those actions present?
What impact do you think passive investment vehicles have had on the market leading up to and during this crisis? What opportunities could be available to active managers to benefit?
How are you viewing the valuations in the space? How are you looking at your companies and what metrics are you focusing on?
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