State of the Industry Aviation Conference Presentation
Signs of the times?
MACRO
ISLE OF MAN
AVIATION
CONFERENCE
A MARTYN FIDDLER EVENT
2022
8% growth in UHNWI in 2021 (220K)
Record volumes of dry powder to invest
Pandemic recovery still early stages
Can central bankers do it again?
China's GDP forecast <5%
Q1 US corporate profits 2Y fall; May inflation 9%
Swiss 15Y interest rate rise -0.75/-0.25 (inflation 2.9%!)
Look at SPACS: Q122 vs Q121 -98% SPAC IPO $*
INDUSTRY
Industry sentiment still ++
Ukraine war not game changer
Business jet transaction market looking frothy
Wheels UP Q1 record rev but almost 100M net loss
Inventory very low levels
OEM backlogs impressive
$98bn to $2bn: 98% drop in capital raised; 299 to 18 registrations; JetNet surveys pre covid max 55%, since Q221 62, 69, 61, 57
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Charter market running short of steam
EVTOL boom is tailing off (Surf?)
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