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Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes

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The aerospace and defense industry cycles face challenges and issues that continue to evolve as investment landscapes present unforeseen opportunities.

The aerospace and defense industry cycles face challenges and issues that continue to evolve as investment landscapes present unforeseen opportunities.

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  • 1. Aerospace & Defense 2008 Outlook and Investment Themes July 8, 2008 Ken Herbert Vice President/Partner
  • 2. Agenda • Industry Fundamentals • Market Outlook • Investment Themes and Proprietary Research www.frost.com 2