Airshow confidential: Is aerospace taking off?

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 

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.

2356 232

Suggested Podcasts

Stitcher a Jonathan Hirsch

Monica Cox

Deadly Misadventures | Wondery

Marianne West: sustainable living/homesteading/survival

Major Spoilers Podcast Network

Drew a Dan

ILB Drivers Club

Hubhopper

Gourang das

Anggi Ganjar