THE CLOSING DEBATE Asset Management & Aircraft Investment Panel Moderator: Gary Fitzgerald, Stratos Martin Bouzaima, Amentum James Meyler, Orix Aviation Andy Mansell, Aviation Capital Group Yuji Ikehama, Century Tokyo Leasing Hani Kuzbari, Novus Aviation Capital Jens Dunker, China Aircraft Leasing Company Fred Browne, Aergo Capital Gareth Delany, Ping An International Financial Leasing Karl Brunjes, RPK Capital
THE BIG CLOSING DEBATE Asset Management & aircraft investment panel January 2016 AIRLINE ECONOMICS GROWTH FRONTIERS DUBLIN
Mini-Debate #1 Production rates are at all an time high and increasing: this is good for investors The market looks great, which means a downturn is likely in the next year or so If fuel prices remain low, airlines will have a record 2016: so will aircraft investors
Mini-Debate #2 Secondary widebody overcapacity (and values) will get even worse this year Interest rates have started to rise: the long term effect is positive for investors (inflation/avoid asset bubbles…) The largest widebodies (A380s / 777-300ERs) start to transition next year but the secondary market is untested: this will end up being a worse-than-expected investment for many
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