Perspectives on the sectors we operate in — aerospace, automotive, defence and advanced manufacturing — and what they mean for disciplined industrial ownership.
Group CEO David Roberts joins BBC Radio 5 Live's Wake Up to Money on how global aluminium pressures are reshaping the UK's automotive and aerospace supply chains.
Where the two airframers stand on deliveries, orders, ramp-up and full-year outlook — and what rising build rates mean for the suppliers who feed them.
Read the briefThe same analysis as a formal, print-ready board paper: executive summary, data tables and recommendation.
A closer look at where value accrues as the A320 and 737 MAX rates climb through 2027.
How the Group's operating model converts under-invested manufacturers into scaled platforms.