Entering 2025, the outlook for aviation is as bright as it has been since before 2020. Global passenger demand has returned to pre-Covid highs. Interest rates are falling in the United States and Europe. And aircraft trading...more
1/9/2025
/ Aircraft ,
Airlines ,
Asset Management ,
Asset-Backed Securities ,
Aviation Industry ,
Capital Markets ,
Commercial Bankruptcy ,
Debt Securities ,
Federal Aviation Administration (FAA) ,
Financial Markets ,
Financial Services Industry ,
GATS ,
Inflation Reduction Act (IRA) ,
Interest Rates ,
Investment ,
Investors ,
Libor ,
Mergers ,
Renewable Fuel Standard ,
Russia ,
Securitization ,
Supply Chain ,
Ukraine
Ireland is the global hub for aircraft leasing and financing, with over 60%1 of the world’s leased aircraft being managed from there, and Dublin being home to more than 30 aircraft leasing companies2. This is thanks in no...more
Global air travel traffic (measured in revenue per kilometers (RPKs)) begins 2024 in line with pre-COVID highs. Certain markets, such as US domestic and intra-European have already surpassed pre-COVID levels and despite some...more
As 2023 draws to a close we are taking a moment to recap on some of the headline events that have occurred in the aviation industry during the last 12 months:...
1. A New Aviation CLO Issuance-
Alternative Aviation lender...more
12/27/2023
/ Aircraft ,
Airlines ,
Aviation Industry ,
Capital Markets ,
Collateralized Loan Obligations ,
Federal Aviation Administration (FAA) ,
Financing ,
OEM ,
Renewable Fuel ,
Russia ,
Ukraine ,
Unsecured Debt
U.S. companies that found their assets caught up in Russia at the start of the Russia/Ukraine conflict may find relief on paper from U.S. courts. But it remains to be seen whether they can recover in practice....more
One of the reasons for a reduction in the number of aircraft asset-backed securitizations (ABS) coming to market in 2022 and 2023, is the time lag between the rapid increase in interest rates by central banks and the...more
Through Council Regulation (EU) 2022/328 of February 25, 2022, the European Union introduced new sanctions relating to, among other things, Russian aggression in Ukraine...more
Demand for Narrowbody Aircraft Exceeds the Available Supply-
Outside of Asia, summer travel has seen a large recovery and this has coincided with a large uptick in demand for narrowbody aircraft by both airlines and...more
9/15/2022
/ ABS ,
Aircraft ,
Aircraft Financing ,
Aircraft Sales ,
Capital Markets ,
Climate Action Plan ,
Disclosure Requirements ,
Federal Reserve ,
Gas Prices ,
Interest Rates ,
OEM ,
Price Inflation ,
Securities and Exchange Commission (SEC)
The hundreds of aircraft stranded in Russia, the write-offs booked by many lessors and the anticipated litigation over whether such loss constitutes an insurable event under the contingent all-risk or contingent war risks...more
It’s hard to overstate the amount of turbulence experienced by the aviation finance market over the last three years.
After a banner 2019, when asset-backed securitizations —a key source of capital for many aircraft...more