Global Aerospace & Defense

We think 2022 could be a good year for both sides of the A&D sector after underperforming in 2021, with aerospace well positioned for a continued recovery after the ravages of the coronavirus pandemic as earlier cycle aftermarket and narrowbodies lead the way. For defense, its defensive, visible, steady growth characteristics are likely to be appealing in a more challenging macro economic and geopolitical environment.

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Top Picks:

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


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