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Forsyth Barr Wealth Management Research

Forsyth Barr Wealth Management Research delivers quality research to investors and fund managers leveraging intelligence and insight from the capabilities of Forsyth Barr's Wealth Management Research team.

Latest report

The Eagle Report - Opportunities Post Vaccination

10 NOVEMBER 2021 BY ROB MERCER AND OSCAR BISH

 

Post Vaccination: it is time to get positioned for the reopening of borders, first internally/regionally then internationally by mid-2022. In this report we focus on the consumer-led companies that we feel should benefit from the post vaccination reopening on economies, helping drive consumer spending back into the big cities and travel (regionally and globally).
We have selected companies across Europe, USA and Australasia that we feel are well positioned to benefit from this theme under two categories:

Enduring Growth Companies: adidas, Amazon, Comcast, Fiserv, Kering, LVMH, Nike & Visa
Recovering Companies:
Booking.com, Delta Air Lines, Ryanair, Starbucks, Tourism Holdings, Uber, Walt Disney & Webjet

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These publications are general in nature and should not be regarded as personalised investment advice. For personalised financial advice contact your Forsyth Barr Investment Adviser.