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

March 2, 2021
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. [more]

More documents from Luke Templeman

79 (25-36)
June 4, 2020
26
While history shows us that it can take over two years for an aviation demand shock to return to normal, many people now forecast a permanent drop in travel, particularly for business. We argue business and personal travel will remain, however, the way people book will change the transport industry. [more]
May 13, 2020
29
As our personal, business, social, and economic lives begin to change, this edition of Konzept examines 20 different ways in which the world will be different post covid-19. From working from home, to managing seismic industry change, and eventually paying for the astonishing stimulus measures, many difficult questions must be answered. And given the global health and economic backdrop remains highly uncertain, the way we frame the problems is just as important as the way we address them. [more]
April 6, 2020
33
We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incredibly painful economic downturn. In a new podcast episode where we look at the data, ten million Americans have made jobless claims over the last two weeks. We’re now seeing equally staggering figures come out of many other countries as economies are simply shut down. [more]
February 3, 2020
36
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations. [more]
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