Defense and Commercial Aerospace outlook for 2023 and Beyond

George Ferguson, Bloomberg Intelligence’s senior Aerospace, Defense analyst will discuss the outlook for the industry. Supply chains are improving, which should improve build and delivery rates for the sector, though engine manufacturing will likely remain a challenge in the drive to higher rates. Defense priorities will return to near peer competition with a focus on emerging technologies like hypersonics as well as traditional power projection platforms such as aircraft and ships though near-term Ukraine’s defense slows gains on key priorities.

George Ferguson is a senior aerospace, defense & airline analyst at Bloomberg Intelligence. George has over 30 years of experience in research, asset management and banking. Prior to joining Bloomberg, George was a senior investment analyst focused on industrial companies for global equity and debt funds at BlackRock and Merrill Lynch Investment Managers and a banker at Dresdner Kleinwort Wasserstein. He also spent 13 years in the US Army Reserve, including a combat tour or Iraq in 2003 as an intelligence officer. He earned his MBA from the Graduate School of Management at Rutgers University, holds a BA in Economics from Penn State, is a CFA charter holder and a private pilot.