How Assets-as-a-Service can save a balance sheet blow out
Podzept - Deutsche Bank Research · Deutsche Bank Research Institute
April 11, 2021
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Show Notes
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?