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Written by: Lucas Detor and James McManus The post-pandemic recovery in commercial air travel is well underway, and a rapidly growing global middle class means the skies will only get more crowded. But aircraft supply is barely keeping up as manufacturers struggle to make up for past capacity cuts and overcome supply chain challenges.
Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices. The post-pandemic recovery in commercial air travel is well underway, and a rapidly growing global middle class means the skies will only get more crowded. But aircraft supply is barely keeping up as manufacturers struggle to make up for past capacity cuts and overcome supply chain challenges.
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