Global Finance

FEBRUARY 4, 2025

MUFG says that clients who implement a dynamic discounting offering enjoy a typical average annualized yield of between 10% and 12% APR, significantly outperforming most internal investment hurdle rates or returns on short-term cash.

Finance 52

Finance Invoicing Banking Manufacturing 52

Musings on Markets

AUGUST 15, 2023

I was reminded of that paper a few weeks ago, when Fitch downgraded the US, from AAA to AA+, a relatively minor shift, but one with significant psychological consequences for investors in the largest economy in the world, whose currency still dominates global transactions. and the reverse will occur, when risk-free rates drop.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Barry Ritholtz

MAY 21, 2024

00:29:32 [Speaker Changed] Certainly for commodities and for currencies. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. 00:50:03 Not anymore.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

NOVEMBER 25, 2024

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. It’s Mr. And, and Mrs. The first is it creates a return hurdle problem, whatever I’m selling. So it creates a fer 00:24:32 [Speaker Changed] Rate.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

DECEMBER 26, 2023

Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? So it’s gonna take a little more confidence, you know, and equities to, because you get your, your hurdle rates higher, you know? And you take your absolute price.

Marketing 64

Marketing Leadership Finance Investments 64