Understanding Lessor Strategy in the Next Cycle

Where is the cycle actually at now? Is this different for airlines, operating lessors and private funds?

Have some SLB deals been too aggressive? What has happened to the aircraft involved? Has the bottom of the market changed?

What do aircraft shortages mean for the leasing industry in the long term? How does this affect the midsize and midlife players?

Engine and supply chain issues: How can investors identify opportunity?

Consolidation: How should investors view M&A activity in leasing?