EPISODE 55

Aviation's Debt Fix

This week we speak with industry veteran and PwC consultant Dick Forsberg about the exceptional levels of indebtedness taken on by airlines that "may yet trigger" additional restructuring measures. Forsberg argues that heavy debt burdens "will likely" keep the lessor share of fleet financing above 50%; however, will this funding channel continue to increase in a low-return environment? We discuss the sell-off of loyalty programmes. Are airlines moving toward a Marriot-style business model or simply delivering a brand to customers?

EPISODE 51

Notice: Incline Ahead

EPISODE 50

Will the industry transition from red to black to green?

EPISODE 49

The Rising Tide