Musings on Markets

AUGUST 15, 2023

With this investment, you face price risk , since even though you know what you will receive as a coupon or cash flow in future periods, since the present value of these cash flows, will change as rates change. and how much to hold in investments with guaranteed returns over their time horizon (cash, treasury bill and treasury bonds).

Investments 98

Investments Currencies Treasury Hurdle Rate 98

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? You, you mentioned the fed raising rates. What do you see in, in treasuries and the fixed income half of the portfolio? And you take your absolute price.

Marketing 64

Marketing Leadership Finance Investments 64