Our Thoughts

2012 New Year Outlook

By Dick Forsberg, Head of Risk & Strategy

January 2012


As the New Year gets under way, it’s time to reflect on the year just gone, give some thought to what the next 12 months may have in store and make a few New Year Resolutions...

 

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Aircraft as investments

By Dick Forsberg, Head of Risk & Strategy

December 2011


Investing in aircraft assets is, on first principles, no different to making investments in any other asset class. In its simplest form, the mantra of “buy low, sell high” applies, although perhaps it should be modified to “buy well, sell better and manage assiduously in between”...

 

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AirFinance Annual 2011 – Industry Review and Outlook

By Dick Forsberg, Head of Risk & Strategy

December 2011

 

2010 saw strong recovery in both passenger (+8%) and cargo markets (+21%), with passenger numbers continuing in the same vein through the first half of 2011, although cargo growth has slowed. Now capacity has started to rise again, in some markets already out-pacing demand and putting pressure on yields, which should be moving in the other direction to compensate for oil prices that are unwilling to stay below $115 (Brent crude).

 

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