Ishka Insights: indispensable analysis and opinion
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German investors’ slow entry into aviation

Many German institutional investors are still hesitant about expanding into aviation equity investments, confirmed aviation asset managers at Ishka’s Investing in Aviation Finance Germany conference held in Munich last week. more

02/12/2019

in Investor Education , Aircraft Finance Market

Aircraft OEM 20-year outlooks: How do they differ?

Ishka reviews year-on-year changes to the outlooks of Airbus, Boeing and COMAC. more

11/10/2019

in Aircraft Asset Profiles , Investor Education , Modelling and Forecasting

An airline CEO’s perspective: How to survive the lessor’s pitch

Capt. Suren Ratwatte, the former CEO of SriLankan Airlines, offers advice for negotiating the lease of a new aircraft. more

21/08/2019

in Lessors and Lease Rates , Airline Profiles , Investor Education

Ishka’s take on Boeing’s MAX crisis five months on

Ishka reviews Boeing’s efforts to return the 737 MAX to service five months after its grounding. more

06/08/2019

in Aircraft Asset Profiles , Investor Education

Fund watch: SMBC AC fund picks up investors, Investec loses aviation head

SMBC Aviation Capital has launched a new closed-ended equity aviation fund of 17 Japanese institutional investors. more

30/07/2019

in Investor Education , Aircraft Finance Market

Investor Guide: Ancillary revenues and airline credit risk

In this investor guide, Ishka looks at the growing commercial footprint of ancillary revenues and their relevance to airline credit risk. more

22/07/2019

in Airline Profiles , Investor Education

Investor Guide: Digitalisation and the end of paper aircraft records

This investor guide looks at one of the main paper-heavy touchpoints on the road to digitalisation: aircraft records. more

05/06/2019

in Lessors and Lease Rates , Investor Education

Investor guide: Cannibal airlines and Christmas trees

In this investor guide Ishka highlights the risk of bankrupt airlines raiding leased aircraft for parts and leaving investors and lessors with a costly maintenance bill. more

25/04/2019

in Aircraft Asset Profiles , Investor Education

Climate change protesters turn to aviation

A small group of climate protesters targeted Heathrow Airport this meet. How seriously should aviation financiers take the threat of future demonstrations? more

23/04/2019

in Regulatory and Accounting , Investor Education

Ishka Investival Asia: JOL/JOLCO appetite buoyant but tax reforms spook foreign banks

Japan remained a centrepiece of discussion at Ishka’s Investival Asia in Hong Kong, with participants confident about aviation's continued appeal for Japanese investors, but uncertain about where recent tax reforms leave non-Japanese banks. more

29/03/2019

in Capital Markets , Aircraft Finance Market , Investor Education

More bad news for DR Peters’ A380s

Air France will return five A380s to the German asset manager at the end of their leases. more

20/12/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Investor Education , Aircraft Finance Market

Investments in aviation finance – a return comparison

In a guest report asset manager and consultancy, AgFe, examines how aircraft equity returns compare to other real asset classes including airlines, REITs, shipping and the MSCI World Index. more

11/12/2018

in Investor Education

Could aviation finance attract ESG investors?

Ishka examines whether aviation finance, a notoriously carbon-intensive industry, could meet ESG (environmental, social, governance) criteria and attract ethical investors. more

29/11/2018

in Regulatory and Accounting , Capital Markets , Investor Education , Home

German investors struggle to overcome USD hedging hurdles

Ishka panellists at the Ishka Frankfurt conference state rising hedging costs are keeping many German investors away from aviation. more

19/11/2018

in Investor Education , Aircraft Finance Market

A380 KG investors eke out minimal returns

As the first Airbus A380 is set to be scrapped, German KG retail investors have finally got more clarity on what their total returns may look like. more

23/08/2018

in Lessors and Lease Rates , Investor Education , Modelling and Forecasting

The Investor View: M&G Investments

Matthew O’Sullivan, Co-Head of ABS Credit Research at M&G investments discusses the aviation finance investment landscape. more

02/06/2018

in Aviation financings , Investor Education

Is my airline lessee in trouble? The early warning signs.

Ishka examines some of the signals that can indicate that an airline lessee could be running into difficulty. more

29/05/2018

in Investor Education

Case study: Lessors place Monarch aircraft

Ishka examines where the fleet of leased Monarch aircraft has gone, who is now operating them – and how long the process took. more

14/05/2018

in Lessors and Lease Rates , Investor Education

Is new equity here to stay?

Ishka reports from ISTAT’s Asia event in Singapore. more

11/05/2018

in Capital Markets , Investor Education , Aircraft Finance Market

Boeing and Airbus continue production ramp-up

Healthy year-end results put both plane makers in a strong position to increase production. more

20/02/2018

in Aircraft Asset Profiles , Investor Education , Aircraft Finance Market

A380 KG investors face uncertain returns

Depleting liquidity reserves could force Dr Peters to sell parked A380 by March 2019. more

31/01/2018

in Aircraft Asset Profiles , Investor Education

What could burst the aviation finance bubble?

Financiers and lessors expect capital flows to continue to be drawn to aviation finance for 2018. more

26/01/2018

in Capital Markets , Investor Education , Aircraft Finance Market

Ishka Frankfurt conference: German investors persevere despite negative press

Despite concerns in the retail KG market German institutional investors are slowly expanding their aviation exposure. more

01/12/2017

in Investor Education

Aviation Schuldschein gathers momentum

Aviation Schuldschein issuances begin to pick up in 2017, but still only account for a tiny fraction of the wider Schuldschein market. more

20/11/2017

in Capital Markets , Investor Education , Aircraft Finance Market

Investor guide: Understanding aircraft depreciation

In a quick primer, Ishka presents an overview of one of the more complex debates currently taking place in aviation—economic life of aircraft, depreciation and residual value assumptions. more

02/08/2017

in Investor Education , Modelling and Forecasting

Korean institutional investors continue aviation spree

South Korea continues to be an abundant source of capital for aviation assets with institutional investors leading the charge. Private aircraft funds in Korea increased fourfold between 2012 and 2016, with further growth expected this year. more

20/05/2017

in Aircraft Asset Profiles , Investor Education

European aviation investors’ survey

Ishka polled more than 70 European investors to assess their views on aviation. more

21/04/2017

in Investor Education

How to set up an aviation leasing platform in Ireland

Since the 1970s, Ireland emerged as the pre-eminent destination for international aircraft lessors. But how do investors go about setting up leasing platform in Ireland? more

17/04/2017

in Lessors and Lease Rates , Investor Education , Aircraft Finance Market

European investors warm to aviation

Key takeaways from Ishka’s London April Aviation Investor Conference. more

09/04/2017

in Capital Markets , Investor Education

The Investor View: Rogge Global Partners

Chandra Gopinathan, senior investment consultant at London-based fixed income specialist, Rogge Global Partners shares his views on some of the key issues facing European investors looking at aviation. more

01/03/2017

in Investor Education

Will capacity growth outstrip air traffic?

Looking at recent air passenger traffic trends since 2013 Ishka examines how aircraft capacity appears to rising faster than passenger traffic. more

24/02/2017

in Investor Education , Modelling and Forecasting

More firms seek to set up aviation debt funds

At least three non-bank institutions including an insurance firm are actively looking to create their own private aviation debt fund, according to Ishka research. more

21/02/2017

in Regulatory and Accounting , Investor Education , Aircraft Finance Market

Low-cost carriers continue to favour the NEO

Ishka examines the order battle between Boeing’s MAX aircraft versus Airbus’s NEO aircraft among low cost carriers. more

19/02/2017

in Aircraft Asset Profiles , Investor Education

2016 capital markets review: Investors embrace lessor deals

Ishka examines the various aviation finance capital market trends of 2016. more

14/02/2017

in Capital Markets , Investor Education

Investor’s guide: Private lending in aircraft finance

Ishka explains the principle debt formats common to private aviation finance transactions. more

30/01/2017

in Investor Education , Aircraft Finance Market

Can the low-cost long-haul model be profitable?

Low-cost airlines revolutionised the aviation industry in the last ten years, driving prices down and forcing incumbents to compete. Now carriers like Norwegian and Air Asia X have applied the same low-cost model to long-haul flights. The challenge now is to deliver sustainable profitability. more

26/01/2017

in Airline Profiles , Regulatory and Accounting , Investor Education , Aircraft Finance Market

Are twin-engine widebodies a good investment?

In this Insight, Ishka looks at the investment proposition offered by twin-engine, twin-aisle (widebody) aircraft. Ishka lists both the major concerns surrounding these assets as well as the six key drivers that make twin-engined widebody aircraft, potentially, an interesting proposition for investors. more

19/01/2017

in Aircraft Asset Profiles , Investor Education

Scenario forecasting in the aviation industry

In this Insight, Ishka asks Ed Hansom, the chief risk officer at Seraph Aviation Management, how successfully investors can predict aviation downturns by examining macroeconomic factors such as changing fuel prices, world GDP or rising interest rates. more

10/01/2017

in Investor Education , Modelling and Forecasting

Will rising protectionism hurt the aviation industry?

Trade data since 2012 points towards a worrying decline in world trade flows which has coincided with an increasing level of protectionist measures worldwide. Ishka examines whether this trend could have a knock-on effect on global passenger traffic. more

09/01/2017

in Investor Education , Modelling and Forecasting

The Ishka View: Will 2017 be a hard or soft landing?

The aviation industry faces the prospect of a weaker 2017. Edward Pieniazek, head of advisory & analytics at Ishka, investigates and asks whether investors should brace themselves for a hard or soft landing next year. more

18/12/2016

in Capital Markets , Investor Education , Modelling and Forecasting , Aircraft Finance Market

Closing the tax loop: BEPS and aviation

A project launched by the G20 and the OECD to improve international tax laws and prevent aggressive tax planning is set to impact aviation firms. Ishka examines how the Base Erosion and Profit Shifting (BEPS) project will affect airlines and lessors. more

14/12/2016

in Lessors and Lease Rates , Regulatory and Accounting , Investor Education

Managing the next cycle

Aviation finance has already hit a cyclical peak according to an audience of financiers, airlines and lessors which met in London last week for Ishka’s inaugural conference. more

13/12/2016

in Investor Education , Modelling and Forecasting , Aircraft Finance Market

Investor’s guide to aviation debt structures

Ishka continues its educational series of Insights and provides an overview of the most common debt structures available in aviation finance. more

07/12/2016

in Capital Markets , Investor Education

Will Dodd-Frank force lessors to keep more skin in the game?

Dodd-Frank requires originators of aircraft asset-backed securities (ABS) to retain at least 5% of the residual risk. The Ishka View is that Dodd-Frank is unlikely to hamper lessors from signing new ABS deals but the Act still leaves many questions unanswered as to whether aircraft assets will fall within the purview of the new rules. more

18/11/2016

in Aviation bonds and IPOs , Capital Markets , Aircraft Finance Market

Alternative Assets Investment Forum: Europe

Mar 31 - Apr 1, 2020
Ishka and Proximo are thrilled to launch the 'Alternative Assets Investment Forum Europe' the only event of its kind in Europe.

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