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The IBA Podcast
IBA Group
55 episodes
1 week ago
This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines. Tune in for clear analysis, market context, and expert insights you won’t want to miss. To read the articles discussed today, please visit our website: https://www.iba.aero/resources/#articles Sign up for t...
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Investing
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All content for The IBA Podcast is the property of IBA Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines. Tune in for clear analysis, market context, and expert insights you won’t want to miss. To read the articles discussed today, please visit our website: https://www.iba.aero/resources/#articles Sign up for t...
Show more...
Investing
Business
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Aviation Outlook: Heathrow’s Expansion, Boeing’s Big Start & US Airline Profits Under Pressure
The IBA Podcast
1 hour 6 minutes
10 months ago
Aviation Outlook: Heathrow’s Expansion, Boeing’s Big Start & US Airline Profits Under Pressure
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In this episode:Bond issuances, airline mergers & OEM claims – We analyse key financial and operational shifts, including mixed signals on GTF groundings and the impact of Airbus and Boeing's ambitious production goals.Boeing’s bright start – Despite a tough 2024 forecast, Boeing delivered an impressive number of 737 ...
The IBA Podcast
This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines. Tune in for clear analysis, market context, and expert insights you won’t want to miss. To read the articles discussed today, please visit our website: https://www.iba.aero/resources/#articles Sign up for t...