How Assets-as-a-Service can save a balance sheet blow out




Podzept and Behind the Headlines with Jim Reid - with Deutsche Bank Research show

Summary: 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?