Monthly Archives: September 2020

Time To “Check-in” on the Aircraft Travel Market

This week, Airbus, one of the world’s largest commercial aircraft manufacturers, announced a lowering of its expectations for aircraft deliveries due to the weak travel market. With the Coronavirus pandemic grounding global air travel, driving affected equities down 50-70% from their pre-COVID highs, it’s worth revisiting the sector to see if there is opportunity to invest for a rebound. In this piece, we will examine the issues at hand to see which factors are the most significant in figuring out when or if a rebound can be expected. Read

August Portfolio Update | 2020

Thoughts on the Market: August Edition

 

The Stock Market is Not the Economy.

It’s becoming increasingly apparent that the COVID-low in the market occurred in March. That statement may seem blindingly obvious with the S&P500 reaching a new all-time high on September 2, but after a continuous bombardment of headlines like “economy sucks, stocks overvalued”, it can be tough to see the forest for the trees.

Read

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

 

You have Successfully Subscribed!