The Aerospace and Defense Trends Taking Off After COVID

2020 devastated the aerospace industry with domestic travel down 41% and international travel down a whopping 88%. On top of that, America’s longest war just came to an end as the last U.S. soldier left Afghanistan on August 30th.

With air travel expected to bounce back to 2019 levels within the next 3 years and the defense industry doubling down on cyber strategies, one thing is clear: these sectors are poised to experience a lot more change in the next 10 years.

Join Morgan Stanley’s Head of Aerospace and Defense, Kristine Liwag, for an analysis of:

• The short- and long-term future for airlines and aerospace as demand picks up
• New trends -- like a rise in demand for private jets -- and what’s the result of the pandemic vs. underlying industry dynamics
• A look back at the defense industry after a year of President Biden in office and a look ahead with midterm elections around the corner