Drift Signal

Drift Signal

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Drift Signal
What to Make of Low Interest Rates
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What to Make of Low Interest Rates

Today: A few quotes and thoughts about capital allocation in today’s macroeconomic context.

Nicolas Colin's avatar
Nicolas Colin
Dec 01, 2020
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Drift Signal
Drift Signal
What to Make of Low Interest Rates
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Credit: Raphael Rychetsky

The Agenda 👇

  • Fund strategies, not projects

  • Do low interest rates favor market leaders?

  • Hurdle rates seem insensitive to macroeconomic conditions

  • The consequences from a strategic perspective

  • The consequences from an industrial policy perspective

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