A deep-dive report on travel flows post-pandemic
As the owner of a hotel bed bank, our client was heavily impacted by government restrictions on international mobility due to the pandemic.
We provided a deep-dive report assessing prospects for the return of international tourism in the US, UK, Greece, Spain, Germany, Italy and both national and supra-national political interventions which impact the return to more 'normal' travel flows. This included detailed policy and scenario analysis, informed by over 30 stakeholder and policymaker interviews.
We continue to monitor, analyse and provide forward-looking assessments of when travel demand will return in the client’s core markets.
The client has used our insights to inform both financial hedging and financial arbitrage models that have allowed them to protect the asset from further financial losses, whilst seeking to position effectively to respond to pricing effects related to government intervention in the market.