Taking the Investor View - Airline Economics Podcast Series

In this episode of the Airline Economics Podcast, we speak with Matt Evans, who leads aviation investing at Bain Capital, about the firm’s strategic approach to building one of the most diverse aviation portfolios in the world. With investments across airlines (Virgin Australia, Arajet, Icelandair), aircraft leasing (Griffin, Titan, Windward), aerospace manufacturing (ITP Aero, Redwire), and MRO (MRO Holdings), Bain Capital has built a long-term platform to capture growth across the aviation value chain. Evans discusses: Why aviation is a long-term global megatrend How Bain Capital assesses opportunities in both high-growth and stable sub-sectors The firm’s investment philosophy and approach to risk The importance of the aftermarket and Asia in shaping aviation’s future The outlook for aircraft leasing, supply chain challenges, and emerging tech Whether you're an investor, lessor, operator, or OEM, this episode offers rare insights into the mindset of one of aviation’s most influential capital providers.