Ticket To The Future: How Investors In Aircraft Can Anticipate The Post- Pandemic Economy

This paper assumes the pandemic is not permanent. Flying, travel and new destinations will no longer be sources of fear within any reasonable medium term time horizon.

It is reasonable to assume that the world will not be in lockdown over the summer of 2025 because of a coronavirus strain that first emerged in 2019. This paper assumes the pandemic is not permanent. Flying, travel and new destinations will no longer be sources of fear.

This is why we at KGAL believe the picture of commercial aviation mid-decade is predictable enough to at least consider the implications of a base case scenario. Given this, understanding the likely market in five years’ time is a logical starting point for investors with even a medium-term horizon.

You can now read the full whitepaper at the link below 

 

 

Supporting documents

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