Log in or register
Share on LinkedInShare on LinkedIn

ARTICLE · 18 JULY 2024

The A&D Minute: Sizing Up In An Industry Facing Interlinked Challenges

AlixPartners Asia LLC
Explore more from AlixPartners Asia LLC

AlixPartners this month published the 2024 Aerospace & Defense Outlook, providing analysis of critical issues affecting key stakeholders as they look to continue their momentum in the post-COVID-19 era.

United KingdomCorporate/Commercial Law
Stefan Ohl
Stefan Ohl
David Wireman
David Wireman
Ben Brooks
Ben Brooks
Rodion Kaplounov
Rodion Kaplounov
Author LinkedIn connections

The 2024 A&D Outlook: Flying at the speed of disruption

AlixPartners this month published the 2024 Aerospace & Defense Outlook, providing analysis of critical issues affecting key stakeholders as they look to continue their momentum in the post-COVID-19 era. This study is valued for its timeliness, breadth, and ability to dissect a fast-moving industry that was once seen moving at a glacial pace. The report comes as executives and investors are under increasing pressure to make quick, consequential decisions without being able to rely on a tried-and-true playbook.

The Outlook arrives on the eve of the Farnborough International Airshow and at a consequential time for anyone connected to aerospace and defense. Political volatility—stoked by several factors—has shaped several pivotal elections in the West; armed conflicts are ongoing in Europe and the Middle East; China's global influence is under a microscope amid trade wars, a softer domestic economy, and

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

View source

Related Articles

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

Related Comparative Guides

See more popular content from

Article

Takeover Trends In 2026

The UK public M&A market in 2026 has already surpassed 2025's total value in just eight months, driven by large-cap deals and a quest for transformational scale. Hostile tactics have become increasingly prominent as bidders appeal directly to shareholders amid persistent valuation gaps, while target boards leverage pre-offer processes to maximize value. This analysis examines the key trends, strategic themes, and tactical developments shaping this remarkable year for UK takeovers.
United KingdomCorporate/Commercial Law
Slaughter and May
Slaughter and May
Article

Manchester City: Independent Commission Publishes Decision On Premier League Charges

An independent Premier League Commission has found Manchester City in breach of financial rules spanning nine seasons, with findings that the club artificially inflated revenues and reduced costs by over £900 million. The decision marks what the Premier League describes as the most significant case in its history, though Manchester City strongly disputes the findings and intends to appeal, setting the stage for further proceedings that could reshape English football's regulatory landscape.
United KingdomCorporate/Commercial Law
Mishcon de Reya LLP
Mishcon de Reya LLP
Article

The National Security And Investment Act 2021: Five Years On – What You Need To Know

The National Security and Investment Act 2021 (NSIA) came into force on 4 January 2022, creating a standalone regime giving the UK Government broad powers to scrutinise – and potentially intervene in – acquisitions and investments on the grounds of protecting national security. Nearly five years on, the NSIA regime is well established. It replaced the national security aspects of the UK Government’s intervention powers under the Enterprise Act 2002 and operates alongside the UK merger control regime.
United KingdomCorporate/Commercial Law
Fox Williams LLP
Fox Williams LLP
Article

Parliament’s Position On SFDR 2.0

The European Parliament's Committee on Economic and Monetary Affairs has adopted its position on the Sustainable Finance Disclosure Regulation reform, establishing key divergences with the European Commission and Council on professional investor exemptions and fossil fuel investment criteria. With trilogue negotiations set to begin in October 2026, private markets managers face critical decisions about how to position their funds under the new three-category framework expected to take effect in early 2029.
United KingdomCorporate/Commercial Law
Proskauer Rose LLP
Proskauer Rose LLP
Article

Corporate Update Bulletin - 3 September 2026

This Corporate Update bulletin examines the most significant UK legal developments of 2026, from capital markets reform and employment rights legislation to corporate criminal liability expansion and competition regime changes. The analysis covers ten major areas of corporate law evolution, alongside recent FCA guidance on regulatory announcements and a High Court decision on shareholder-director settlements.
United KingdomCorporate/Commercial Law
Slaughter and May
Slaughter and May
Article

Spotlight On Agentic AI | Liability

As businesses increasingly deploy agentic AI systems capable of autonomous decision-making and actions, questions arise about supplier liability when AI agents malfunction or produce unexpected results. This article examines the contractual frameworks governing agentic AI relationships, revealing how standard IT contracts may inadequately address the unique risks of autonomous AI systems and exploring strategies for customers to better protect themselves against potential losses from AI agent failures.
United KingdomCorporate/Commercial Law
Bristows LLP
Bristows LLP
Article

Supply Chain Market Update: Transpacific Ocean Holds Near Peak As Record Diesel And Record Rail Intermodal Define August

Freight markets are experiencing unprecedented divergence as transpacific ocean rates hold near peak levels while Asia-Europe lanes decline, trucking shifts from spot to contract dominance, and record diesel prices reset cost structures across all transportation modes. This comprehensive analysis examines how carrier capacity management, fuel cost pressures, and modal shifts are reshaping logistics economics heading into Q4 peak season.
United StatesTransport
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

The Freight Recession Is Over. Is Your Supply Chain Ready?

The trucking sector, responsible for moving nearly three-quarters of all goods in America, is experiencing a fundamental shift as freight capacity contracts due to carrier exits, fleet downsizing, and regulatory pressures. With spot market rates rising above contract rates for the first time since early 2022 and structural driver shortages expected to worsen, shippers who treat this as a temporary cyclical event may find themselves unprepared for sustained rate increases. Understanding the root causes of th
United StatesTransport
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

The Enterprise Software Debt Crisis: What Cracks In Private Credit Mean For The Industry

Private credit markets are showing signs of stress, with enterprise software borrowers particularly vulnerable as AI disruption threatens their business models. Four critical warning signals—deteriorating credit health, rising PIK interest, mid-market concentration of defaults, and strategic misalignment with AI—suggest lenders need to shift from passive monitoring to active portfolio management before the 2028 debt maturity wall arrives.
United StatesFinance and Banking
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

New Research Reveals A Great Divide In Beauty, Health & Wellness, With Executives And Consumers At Odds

A comprehensive study reveals that beauty, health, and wellness has transformed from discretionary luxury into an identity cornerstone, with young men emerging as the fastest-growing demographic and nearly 13,000 medspas now rivaling McDonald's locations across America. The research exposes a critical disconnect between what industry executives believe consumers want and what consumers are actually doing with their time, money, and trust.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Consumer Products Corner - Inventory Divides Deepen As Freight And Input Costs Rise

Discretionary inventory positions diverged sharply in Q2 as apparel and luxury brands faced expanding days inventory outstanding amid tariff-driven import acceleration and weakening demand, while big-ticket categories achieved meaningful drawdowns through disciplined working capital management. Rising crude oil prices and freight costs now threaten consumer company margins as geopolitical tensions persist and trade policy uncertainty clouds the outlook heading into midterm elections.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Behavioral Health Leaders Need A Margin Mindset As Disruption Sweeps The Sector

Behavioral health providers face mounting pressures from declining reimbursement rates, regulatory complexity, and severe workforce shortages that threaten operational sustainability. While demand for behavioral health services is projected to outpace supply for the next decade, only operators who build lean, efficient models rather than pursue pure expansion will capture the rewards.
United StatesFood, Drugs, Healthcare, Life Sciences
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Seasonal Hospitality Cannot Be Blind To The Labor Illusion

Seasonal hospitality businesses like theme parks, cruise lines, and mountain resorts are breaking attendance records while struggling to staff the experiences those records depend on. Most operators see a hiring problem, but few recognize the deeper workforce crisis hidden behind operational dashboards that show parks opening and ships sailing. The real challenge lies in understanding why labor costs belong on the CEO agenda and what leading operators are doing differently to address specialized shortages,
United StatesEmployment and HR
AlixPartners Asia LLC
AlixPartners Asia LLC