WE ALL WANT TO BE NET ZERO HEROES

This week we look at the end of the tightening cycle and comments by Aircastle that lease rates are not keeping up with interest rates. We review country risk and the importance of the weighted average cost of capital as opposed to a lessor’s last issuance. Finally, we try and tackle post-Paris anxiety. Why is there so much doubt about decarbonisation and the companies/people behind the initiative?

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THE PRICE OF CHANGE

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AND THEN THERE WERE NONE