Deutsche Bank analyst hails European rental opportunity
09 June 2026
Deutsche Bank analyst Ammar Altaf argued at the ERA Convention in Maastricht that Europe’s equipment rental sector is perfectly placed to benefit from increasing market interest in ‘heavy asset, low obsolescence’ businesses – so-called HALO companies.
Speaking to convention delegates, Altaf, who is managing director, EMEA Business Services at Deutsche Bank, said HALO businesses were a dominant investment theme in 2026.
“The context is post-financial crisis of 2009, in a period which combined zero interest rates and abundant liquidity”, said Altaf, who has 16 years of…
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