John Pollakowski
John Pollakowski
Speaker
EVP Credit Analyst

PIMCO

United States

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Investor Forum - Tarragon

PIMCO: Relative Value Considerations for Investing in Aviation

Jack Xiao
SVP Portfolio Manager,
PIMCO
John Pollakowski
EVP Credit Analyst,
PIMCO
Mike Huang
EVP,
High Ridge Aviation

The global aviation market offers a wide variety of investment opportunities with a broad range of risk and return profiles. In order to optimize returns at any level of risk tolerance, investors must use a disciplined approach to investment underwriting and portfolio construction. This session provides a deep dive into airline credit, collateral, financing, risk management, and relative value considerations for investing in aviation.

Main Stage

Presentation: The Aviation Capital Markets Outlook

John Pollakowski
EVP Credit Analyst,
PIMCO

英語(日本語訳)|  English language with Japanese translation

  • What are the issuance needs of airlines, aircraft lessors, and financial sponsors?
  • Aviation credit spreads have mostly recovered to pre-war levels despite volatility in jet fuel prices. Can they tighten further?
  • Comparing different aviation debt subsectors- where are the most compelling relative value opportunities in today’s market?