Global Aerospace & Defense

We think 2021 could be a good year for both sides of the sector after underperforming in 2020, with aerospace likely better positioned for a recovery after the ravages of the coronavirus pandemic as earlier cycle aftermarket and narrowbodies lead the way. For defense, it is more a debate on how much ‘bad news’ is already priced in, and if this proves to be the case, then defense stocks could keep pace with the overall market.

Top Picks:

  • Airbus (AIR-FR)
  • Raytheon Technologies (RTX)

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