Capital Ideas Podcast

Travel revival: Investment opportunities by land, sea and air

Nov 28, 2024
Greg Miliotes, a seasoned Capital Group Equity Portfolio Manager with a rich 26-year background in industrial companies and global travel, offers insightful perspectives on investment trends. He discusses the resurgence of global travel as a booming opportunity post-COVID, particularly in air travel and cruises. Miliotes emphasizes the challenges facing Boeing while stressing the importance of AI in shaping future investments. Personal anecdotes reveal how his journey from family business to finance has influenced his adaptive investment strategies.
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