Everything on Transportation

The aviation industry remains an unattractive long-term investment for shareholders due to extreme capital intensity, cyclicality, and the high cost of ESG decarbonization.

Impact: Preference for aviation software (Amadeus) or maintenance (MTU Aero Engines) over airline operators.

— from Geopolitical Shifts, Luxury Market Volatility, and European Debt Risks · Leben mit Aktien | Der Podcast für Anleger mit Weitblick· Apr 22, 2026