Global Aerospace & Defense

We think 2023 could be another good year of growth in aerospace as the belated recovery in Asia, in particular China, should continue to support RPM expansion, while airline demand for new planes is likely to again outstrip supply. On the flip side, we think it will be hard for defense to match its knock-out 2022 performance (+50% vs the S&P500). While budgets are still trending up, we can see defense being a source of funds.

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Top Picks:

  • BAE Systems (BA-GB)
  • Howmet Aerospace (HWM)


Vertical Team

Robert Stallard
Partner | Global Aerospace & Defense

Karl Oehlschlaeger
Vice President | Global Aerospace & Defense

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