Musings on Markets

JANUARY 31, 2024

In my last three posts, I looked at the macro (equity risk premiums, default spreads, risk free rates) and micro (company risk measures) that feed into the expected returns we demand on investments, and argued that these expected returns become hurdle rates for businesses, in the form of costs of equity and capital.

Hurdle Rate 79

Hurdle Rate Profit and Loss Investments Accounting 79

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. That means a low hurdle rate. We chose the latter and said, we have no idea how long this is going to go on, but we owe it to our clients to emerge from it stronger and better than when we went in. So we do that.

Leadership 107

Leadership Investments Profit and Loss Technology 107

CFO News Room

NOVEMBER 8, 2022

” look at the Monte Carlo simulations, look at what is the hurdle rate. ” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. But really the main driver in that first meeting is, “Hey, we’ve got to update the financial plan.

Restructuring 130

Restructuring Planning Accounting Marketing 130