Airshow confidential: Is aerospace taking off? - podcast episode cover

Airshow confidential: Is aerospace taking off?

Dec 02, 202232 min
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Episode description

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 

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