EPISODE · Apr 11, 2021
How Assets-as-a-Service can save a balance sheet blow out
from Podzept - Deutsche Bank Research
Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?
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How Assets-as-a-Service can save a balance sheet blow out
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