There is a lot of uncertainty in the world due to Russia’s invasion of Ukraine. It has exacerbated inflationary pressures and is the biggest war in Europe since World War 2. It’s also added another risk to the list of reasons that should concern investors.
One strategy to outperform in this environment is to look at trends that are less affected by these developments such as the remarkable recovery in travel. Recent earnings reports and commentary from management teams at airlines and hotels have been very positive and indicated that Q2 and Q3 could bring a record amount of travel volumes.
