Yes. It's a really important question. It's one that we have teams working on across the fund, trying to identify those trends, not just the shorter-term trends but the longer-term trends.
Before I give a few more examples, we think that some of these trends will come back over time. I don't think travel and hospitality are over. I don't think sporting events are over. Even things like movie theatres, which are in some ways somewhat irrational.... We're social beings. We've seen time and again that while people can comfortably watch movies at home, comfortably eat at home, we want to go out. We all want to go out to the noisy restaurant because it has buzz. We want to go and sit in a movie theatre and share an experience with a bunch of people we're never going to talk to, but because there's more buzz in doing that—or maybe there's a slightly better screen—I think a number of these things that rationally maybe shouldn't come back are going to come back, in my personal view.
There may be some terrific opportunities in those sectors, and there have been. We will see. The markets have anticipated a number of these. We've seen, for example, the cruise line companies come back incredibly strongly since March 31. However, it's going to take time for the traffic there to pick up.
There are a number of things that we think will pick up over time, other than data centres, telemedicine and fintech online. I think online grocery ordering is something that is really only limited by capacity. I think quite a few of us have tried to get capacity for online ordering of groceries and have been frustrated by the fact that you just can't get it. Where it has been available, it has increased up to capacity. I think it's likely going to continue. People will continue to try to order online.
I do think, to your point, that the flexibility on location of staff will continue to stick. There will be more flexibility for people who have particular skills and particular expertise. They don't need to keep flying in and out of places or participating via long commutes.
I do think there will be more flexibility, and I hope that's the case. It will bring a lot more people, smart people, who've moved away from the typical centre into the knowledge workforce. I hope that will happen as well.