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At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products. 

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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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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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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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A pre-flight checklist for a post-pandemic world

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 occuring 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