What is the market sentiment for economic slowdown, how do investors rate their concerns for inflation and ESG?
Thanos Papasavvas and Alexi Khajavi discuss how ESG is now a key focus for investors: "as we see it maturing in the asset management industry. It is no longer considered a marketing term but involved in the decision making process. It is a very different conversation to what it was 3-4 years ago."
Julie Rey-Gore and Nevius Glussi discuss the importance of brands as well as local integration.
Investors' sentiment for hotels in the current market shows a positive increase compared to the previous quarter.
More episodes discussing the fourth quarterly investment sentiment survey can be viewed here.