June 24th 2021: Although IATA data still reveals the disparate experience of recovery by carriers, evidence that investors are confident about the long-term future remains strong. In this issue we talk to SMBC Aviation Capital’s CFO about his latest 7-8 times oversubscribed $500m note issue, note the return of serial issuer ALC to the ABS market, KKR’s acquisition of an $800m loan portfolio from CIT and Avolon’s order for up to 500 electric aircraft. We also talk to ABL Aviation CEO Ali Ben Lmadani and CCO Michael Weiss about why they are enthusiastic about the potential for returns in mid-life vintage assets.