By: Carter Copeland
We’ve been chronicling the evolution of aerospace investor sentiment throughout the COVID-19 crisis and now nine months in, we’ve seemingly come full circle. We continue to think the group will be a must own in 2021, but it’s worth highlighting the complete 180 in investor sentiment we’re witnessing in our calls. Conversations that just two weeks ago centered around skepticism, fear and a focus on shorter-term data points have completely shifted to outright bullishness and a race for the highest out-year numbers. The shift in sentiment has been more rapid than we anticipated and there’s been a massive influx of investor questions. As a result, in a follow up to last week’s video on “what’s next?”, we share some observations on the swiftly evolving commercial aerospace investment debate: