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Credit: Industry Insights

The coronavirus pandemic brought the air transport industry to a near standstill earlier this year. But as travel restrictions are lifted for some countries, we provide our view on the air transport sector.

In this instalment of Industry Insights, Robin Usson, Credit Analyst, shares his fundamental views and forward market drivers of the air transportation industry. What will the air transportation industry look like in a post-Covid world? To find out, watch this short video.

More Insights

Webinar: structured credit in a low-rate environment
Andrew Jackson, Head of Fixed Income, is joined by his colleagues in the Credit team to discuss the impact of the crisis on structured credit and the value the asset class can add to a flexible-credit portfolio.
Credit: Industry Insights
Audra Delport, CFA, Deputy Head of Credit Research, discusses the most surprising developments from the Q2 energy earnings season so far.
The end of LIBOR: implications for investors
What will replace LIBOR and other IBORs, and what does this mean for investors?
SDG Engagement Equity commentary: Brunswick
We demonstrate how we are engaging with Brunswick to create positive impacts on society.
Weekly Credit Insight
US and European credit-market performance diverged significantly in July.
Monthly Fund Commentary, June 2020
Please read on for more information and a summary of performance, activity and our investment outlook, from our Portfolio Managers.