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Learn Investment
Equity Investment - key principles
An initial introduction to the equity market. The sectors that you can buy, and the types of investment 'style' that you might follow. We show you the information that you will need to keep in order to manage your portfolio. (21:10)
The key metrics that you might use to value individual company's equity such P/E ratios, and how to use them. How to decide when to buy and when to sell equity, and how the economic cycle affects stockmarkets. (41:34)
Investing in Government Bonds
What is a bond, who issues them, and how they work. The yield curve, and which factors affect its shape. Which part of the economic cycle is best suited to buying or selling bonds. How to select which maturity of bonds to buy (34:37)
Investing in Corporate Bonds
How does a Corporate Bond differ from a Government Bond. What is default and credit migration. When you should invest in this class. (47:13)
Asset Allocation
What is asset allocation, and why do I need to know about it? What are asset classes? You will also look at the some of factors, such as your age, that you need to consider as a first step to determining what a 'neutral' asset allocation for you. (13:46)
We build a robust process to incorporate your views on the market into an asset allocation. How far from your benchmark could you deviate? (16:04)
We consider how you maintain an appropriate asset allocation that reflects your views on the market. Using ETFs as a tool to achieve this. (18:25)
Understanding Risk
Understand the types of risk that might be taking in any investment. These can include inflation, credit risk, liquidity, systemic risk. We suggest how to structure a portfolio to mitigate these risks. (30:12)
Keeping Data
What data will you need to collect to effectively manage your portfolio. How to avoid getting overwhelmed with too much data. (25:18)
Investing in Infrastructure
What are infrastructure investments? The compelling reasons why this might be an appropriate asset class for certain investors. The risks behind infrastructure projects, and where you can access this type of asset class (21:59)
An initial introduction to the equity market. The sectors that you can buy, and the types of investment 'style' that you might follow. We show you the information that you will need to keep in order to manage your portfolio.
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