Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.
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formerly Realindex Investments
Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Insights
At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.
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As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty-free or board your plane; but the implications are significant for investors.
The attached paper discusses:
- the recovery of business versus leisure travel
- the reduction and retirement of the 'big jet plane'
- the shift currently occurring in airline route planning
- how pre-existing duty free contracts are now affecting retailers and airport operators
- how listed airport companies create a steady stream of income through their real estate segments
- the impact of the pandemic on air travel growth in China
- the impact of net zero on airports and their operations
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