Investment Management
Keep up to date with investment management challenges and opportunities in a competitive environment to ensure efficient capital allocation to meet the financial needs of all stakeholders.
Investment Management
Investment Management
0.5 CPD
Video
05.07.23
Robust outperformance with equal-weighted portfolios
As indices become more concentrated, consider why creating an equally weighted portfolio can deliver more consistent outperformance.
Investment Management
0.25 CPD
Video
28.07.22
How understanding economic cycles can help predict equity returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 1: Mike Bell, CFA, Executive Director, Global Market Strategist, J.P. Morgan Asset Management outlines how economic cycles work, the drivers of these cycles, and how understanding them can help you more accurately predict equity returns.
Investment Management
0.25 CPD
Video
28.07.22
How economic data can help predict index level earnings
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 2: Ed Smith, CFA, Co-Chief Investment Officer, Rathbones Group PLC outlines the correlation between earnings and economics, and how historical data presents a pathway to predicting earnings more precisely.
Investment Management
0.25 CPD
Video
28.07.22
How understanding the economic cycle can help predict bond returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 3: Sejuty Chowdhury, CFA, Investment Strategist, M&G Plc draws attention to how the economic cycle affects the bond market, and why economic instability can be just as impactful on this relatively stable asset class.
Investment Management
0.25 CPD
Video
28.07.22
How economic data can help predict currency returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 4: James Dolman, Investment Strategy, Investment Research at Alium Dolman outlines how economic data is a useful indicator of future currency returns, and how to navigate the unique demands of this asset class.
Investment Management
0.25 CPD
Video
28.07.22
How to identify emerging market crises
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 5: Nandini Ramakrishnan, Macro Strategist, Equities at JP Morgan Asset Management introduces you to emerging market crises, why EM’s are particularly vulnerable to them, and the strategies you can adopt to avoid them.
Investment Management
0.25 CPD
Video
28.07.22
The impact of inflation regimes on asset returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 6: Janet Mui, CFA, Head of Market Analysis, RBC Brewin Dolphin discusses inflation regimes, how different policy responses to the economy change the market environment, and how you can analyse markets more accurately by analysing regimes in-depth.
Investment Management
0.5 CPD
Video
24.05.23
The equity-bond relationship and the 60/40 portfolio - doomed to fail?
The relationship between equities and bonds is changing – find out if a new approach is required, and whether the 60/40 portfolio is still relevant today.
Investment Management
0.5 CPD
Video
13.02.19
Capitalisation of operating leases
Leasing has faced a crucial regulatory change in recent years – learn and understand how the new rules work, and the implications for investors.
Investment Management
0.5 CPD
Video
15.03.17
Why invest in real estate?
Mark Callender outlines the reasons to invest in real estate, and whether it’s a safe bet or a riskier choice today.
Investment Management
1 CPD
Video
28.04.22
Deception and truth analysis
Jason Voss, CFA explains the value of deception detection and truth analysis, and how you can apply these techniques in practice.
Investment Management
1 CPD
Video
19.04.22
Avoiding pitfalls in high-risk credit
Belle Yang shows you a pathway to use to navigate the world of high-risk credit – and the unexpected increasing surprises you might encounter.
Investment Management
0.5 CPD
Video
26.08.20
7 mistakes every investor makes
Joachim Klement, CFA, teaches you the most common mistakes made by investors, and how you can learn from them.