In this episode of the Aviation Global Leaders podcast, we’re joined by Joe McConnell, Deputy Co-Chief Investment Officer at Castlelake, in conversation with Joe O’Mara, Head of Aviation Finance at KPMG, to explore the resilience of air travel demand, which has grown 1.5-2 times GDP over the past 50 years—even through economic downturns and a pandemic. McConnell discusses how supply constraints are impacting the leasing market, leading to higher lease rates and longer lease agreements. He also emphasizes the importance of scale in the leasing industry, with larger, well-run companies continuing to thrive despite challenges like higher interest rates and the need for greater lease rate factors. With a significant amount of capital ready for investment, Castlelake remains optimistic about the future of the aviation sector. Tune in for this insightful discussion on the evolving dynamics of aviation finance.