Using Market Indicators to Make Investment Decisions

In this one day workshop, participants will develop a framework to identify, analyze and process relevant public market information to make optimal investment decisions.

Many market participants rely on macroeconomic indicators such as GDP growth, CPI, housing starts and non-farm payrolls to form the basis of a top-down asset allocation strategy. Increasingly, though, investment managers are supplementing or replacing economic data with market data to develop investment theses.

The workshop will make extensive use of case studies and transaction examples.

No sessions currently available. Contact client services to get the next available date.
CPE CREDITS
7.0
Anyone involved in financial markets analysis or investment decisions.
No advance preparation required.
Students will be able to:
  • Identify and understand relevant market indicators
  • Develop a methodology to source market information
  • Build a model to incorporate this information
  • Construct an investment strategy consistent with market findings
Attendees should have a solid understanding of core principles of finance including time value of money, risk-adjusted returns and basic securities valuation.
Capital Markets Indicators
  • Define and discuss various market indicators that practitioners rely upon to make financing and investment decisions including:
  • - yield curves
  • - credit spreads and swap spreads
  • - market volatility
  • - foreign exchange rates and equity markets
  • Explain difference between market indicators and economic indicators
  • Develop methodology to find indicators
Case Study: Using market indicators

Interpreting the Indicators

  • The role of indicators in transactions
  • Using research to find more indicators
  • Developing preliminary investment conclusions
  • Transaction Analyses: Find the indicators

Developing an Investment Strategy from Market Indicators

  • Asset allocation: theory vs. practice
  • Examining market strategists' views and how they incorporate indicators
  • Optimizing security selection from indicator conclusions
Case Study: Developing the "Optimal" Asset Allocation

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.