Airframers must remember that these funds preserve their wealth in part by avoiding risk and pursuing relatively safe investments.

From delivery rates to junk ratings, book-to-bill ratios to engine spares, listen in to hear about the wide-ranging implications of Boeing’s machinists going on strike.

Hosted by Molly McMillin, Richard Aboulafia and Kevin Michaels, managing directors of AeroDynamic Advisory, discuss their book research of the industry.