Aerospace & Defense Credit: Mid-Year Outlook: BI Replay

Global aerospace and defense credits are entering the second half of the year against a backdrop of heightened geopolitical tensions, evolving defense budgets and an uneven commercial aerospace recovery. From the implications of the Iran conflict for aerospace to Boeing's turnaround and shifting relative value opportunities, investors face a rapidly changing credit landscape. Join Matthew Geudtner, Senior Credit Analyst, Bloomberg Intelligence, alongside S&P Global Ratings' lead Aerospace & Defense analysts, as they examine the sector's mid-year outlook.