Capital Ideas Podcast cover image

Capital Ideas Podcast

Airshow confidential: Is aerospace taking off?

Dec 2, 2022
32:22

Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. They discuss where they see opportunities and how face-to-face interaction with managements and colleagues makes a difference.

Related resource:

Investing ideas from the Farnborough International Airshow 

This content is published by Capital Client Group, Inc.

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner