Economic Issues for Equity Investors

Why are bottom up investors so frustrated? Macro trends and correlation among asset classes have a seemingly iron clad grip on equity values. As investors reach for return, what role do emerging markets play? Are BRICs still the main focus? How is the uncertainty of the value of the US Dollar and potential trade wars influencing investors’ perception of future values? Will the current uncertainty in regulatory reform impact stock prices? These and other economic issues are all examined in this one-day interactive course.

Course Objectives

By the end of the course, participants will be able to:

• Define risk
• Identify factors influencing equity markets
  • Macro—Country, economic, and technical
  • Financial
• Identify financial risks influencing the equity market
• Define economics and how it influences global equity investors
  • Stock markets and derivatives
• Identify key economic data and indices and their importance to equity market participants
• Discuss current economic drivers influencing global equity markets

Suggested Prerequisites: None

Program Level:Foundational

Advance Preparation: None

Computers and Financial Calculators: N/A

Recommended CPE Credits: 7