Industry Verticals
Global Aerospace & Defense
While we are still positive on commercial aerospace, we are looking to tactically adjust our weightings as the year progresses and add to OEM positions vs the aftermarket. With potentially more Fed related volatility ahead, this could present opportune entry points, particularly for the more volatile names in our coverage. Similarly with bizjet, if investors overreact to a negative book to bill in 2024 that could present an opportunity for those names. In defense, we’re not seeing a lot of absolute upside or downside for most stocks – so that could result in another year of relative underperformance in a more bullish equity environment.
.
Top Picks:
- BAE Systems (BA-GB)
- Howmet Aerospace (HWM)
Vertical Tickers
Vertical Team
Robert Stallard
Partner | Global Aerospace & Defense
Karl Oehlschlaeger
Vice President | Global Aerospace & Defense
Related Press
8.22.2019
The Boeing 737 MAX Is Still Out of Service. Analysts Are Reading the.. 190
7.23.2019
The Budget Deal Is Good News for Defense Stocks 191
10.2.2017
M&A: The Next Three Aerospace & Defense Deals? 172