Taking the Investor View – Airline Economics Podcast Series
Taking the Investor View - Airline Economics Podcast Series
Podcast Description
Welcome to the Airline Economics 'Taking the Investor Views' Podcast Series where we bring you the latest updates from the dynamic world of commercial aviation if you want to stay informed about all things aviation don't forget to subscribe to our channel and up for our daily e-newsletter so let's dive into this week's stories.
Podcast Insights
Content Themes
The podcast explores themes related to commercial aviation including investment strategies, market trends, and technological advancements, with episodes featuring discussions on topics such as building diverse aviation portfolios, assessing investment risks, and the impact of aftermarket services on the aviation sector.
Welcome to the Airline Economics ‘Taking the Investor Views’ Podcast Series where we bring you the latest updates from the dynamic world of commercial aviation if you want to stay informed about all things aviation don’t forget to subscribe to our channel and up for our daily e-newsletter so let’s dive into this week’s stories.
In this episode of the Airline Economics Podcast, we speak with Matt Evans, who leads aviation investing at Bain Capital, about the firm’s strategic approach to building one of the most diverse aviation portfolios in the world.
With investments across airlines (Virgin Australia, Arajet, Icelandair), aircraft leasing (Griffin, Titan, Windward), aerospace manufacturing (ITP Aero, Redwire), and MRO (MRO Holdings), Bain Capital has built a long-term platform to capture growth across the aviation value chain.
Evans discusses:
- Why aviation is a long-term global megatrend
- How Bain Capital assesses opportunities in both high-growth and stable sub-sectors
- The firm’s investment philosophy and approach to risk
- The importance of the aftermarket and Asia in shaping aviation’s future
- The outlook for aircraft leasing, supply chain challenges, and emerging tech
Whether you’re an investor, lessor, operator, or OEM, this episode offers rare insights into the mindset of one of aviation’s most influential capital providers.
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