• 6 min read
• Published on 13 August 2025
Listen to article
6:43Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article
Let's be honest, we all love a good corporate dust-up. And for decades, the heavyweight title fight of the skies has been Boeing versus Airbus. It’s a fantastic story, full of drama, innovation, and the occasional public relations disaster. We watch their delivery numbers like sports scores, picking a side and cheering them on. But here’s a thought. What if backing the winner is the wrong game entirely? What if the smart play is to invest in the people selling the gloves, the shorts, and the corner stools to both fighters?
To me, the most compelling story in aviation isn't about which giant wins a particular quarter. It’s about the vast, intricate, and hugely profitable network of companies that keep both of them in business.
Boeing and Airbus have the commercial aircraft market sewn up. Between them, they account for something like 90 percent of all orders. It’s a classic duopoly, a cosy arrangement that ensures intense, yet predictable, competition. When one of them stumbles, the other is right there to pick up the slack. This creates a wonderfully stable bedrock of demand, not for them, but for their suppliers.
Think about it. Every single time an A320 or a 787 rolls off the assembly line, it’s a victory for hundreds of other companies. These are the firms that build the engines, the landing gear, the avionics, and the countless other components that are far too complex for Boeing or Airbus to make themselves. Many of these suppliers, quite shrewdly, provide their wares to both sides. They simply don’t care whose logo is on the tail fin, as long as the production lines keep moving.
And my, will those lines keep moving. Both manufacturers are sitting on order backlogs that are, frankly, obscene. We’re talking about hundreds of billions of pounds worth of aircraft, representing years, even a decade in some cases, of guaranteed work. This isn’t some flimsy projection cooked up by an over-caffeinated analyst. This is a queue of global airlines, chequebooks in hand, desperate for new planes to meet recovering travel demand and replace their older, thirstier jets.
This backlog is the lifeblood of the entire supply chain. It means a company making jet engines or flight control systems today has a reasonably clear view of its order book well into the next decade. How many industries can offer that kind of forward visibility? It’s a powerful dynamic that insulates these suppliers from the short-term dramas that so often buffet the headline manufacturers.
So, how does an investor approach this? You could spend ages trying to pick the perfect engine maker or the most innovative seating company, but I think that misses the bigger picture. The real opportunity, to me, lies in viewing this as a single, powerful theme. It’s about investing in the fundamental principle of Powering The Aerospace Duopoly. By focusing on the suppliers as a group, you’re not betting on a single horse. You’re betting on the race itself, which seems far more sensible.
Of course, it’s not a risk-free ride. Nothing in investing ever is. A sharp economic downturn could see travel demand dip, and geopolitical squabbles can always throw a spanner in the works. But the long-term trends appear rather compelling. The global middle class continues to grow, and with it, the desire to travel. This creates a virtuous cycle. More passengers mean more planes, and more planes mean more business for the companies that supply the critical parts. It’s a beautifully simple, if often overlooked, part of the investment landscape.
Powering The Aerospace Duopoly theme.View the full Basket:Powering The Aerospace Duopoly
Aerospace suppliers benefiting from Boeing-Airbus duopoly competition.View the full Basket:Powering The Aerospace Duopoly
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article