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Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. They discuss where they see opportunities and how face-to-face interaction with managements and colleagues makes a difference.

Related resource:

Investing ideas from the Farnborough International Airshow

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Airshow confidential: Is aerospace taking off?

Capital Ideas podcast

Airshow confidential: Is aerospace taking off?