Investment Analysis and Portfolio Management

  1. Macroeconomic and Industry Analysis
    1. Global Economic Analysis
      1. Role of Macroeconomic Analysis in Investing
        1. Top-Down Investment Approach
          1. Economic Forecasting
            1. Asset Allocation Decisions
            2. Key Economic Indicators
              1. Gross Domestic Product
                1. Real vs. Nominal GDP
                  1. GDP Growth Rates
                    1. GDP Components
                    2. Inflation Rates
                      1. Consumer Price Index
                        1. Producer Price Index
                          1. Core Inflation
                            1. Inflation Expectations
                            2. Interest Rates
                              1. Central Bank Policy Rates
                                1. Yield Curves
                                  1. Real vs. Nominal Rates
                                    1. Term Structure of Interest Rates
                                    2. Unemployment Rates
                                      1. Labor Force Participation
                                        1. Types of Unemployment
                                          1. Natural Rate of Unemployment
                                          2. Other Key Indicators
                                            1. Industrial Production
                                              1. Consumer Confidence
                                                1. Housing Starts
                                                  1. Trade Balance
                                                2. Business Cycles
                                                  1. Expansion
                                                    1. Peak
                                                      1. Contraction
                                                        1. Trough
                                                          1. Leading Indicators
                                                            1. Lagging Indicators
                                                              1. Coincident Indicators
                                                                1. Cycle Duration and Amplitude
                                                                2. Monetary and Fiscal Policy
                                                                  1. Tools of Monetary Policy
                                                                    1. Open Market Operations
                                                                      1. Discount Rate
                                                                        1. Reserve Requirements
                                                                          1. Quantitative Easing
                                                                          2. Tools of Fiscal Policy
                                                                            1. Government Spending
                                                                              1. Taxation
                                                                                1. Budget Deficits and Surpluses
                                                                                2. Policy Impacts on Markets
                                                                                  1. Interest Rate Effects
                                                                                    1. Currency Effects
                                                                                      1. Sector Rotation Effects
                                                                                  2. Industry Analysis
                                                                                    1. Purpose of Industry Analysis
                                                                                      1. Industry Performance Drivers
                                                                                        1. Competitive Positioning
                                                                                          1. Investment Opportunities
                                                                                          2. Industry Classification Systems
                                                                                            1. Global Industry Classification Standard
                                                                                              1. North American Industry Classification System
                                                                                                1. Standard Industrial Classification
                                                                                                2. Industry Life Cycle
                                                                                                  1. Pioneering Development
                                                                                                    1. Rapid Growth
                                                                                                      1. Mature Growth
                                                                                                        1. Stabilization and Decline
                                                                                                          1. Investment Implications
                                                                                                          2. Competitive Structure Analysis
                                                                                                            1. Threat of New Entrants
                                                                                                              1. Bargaining Power of Buyers
                                                                                                                1. Bargaining Power of Suppliers
                                                                                                                  1. Threat of Substitute Products
                                                                                                                    1. Intensity of Rivalry
                                                                                                                      1. Complementary Products
                                                                                                                      2. Regulatory and Technological Factors
                                                                                                                        1. Regulatory Environment
                                                                                                                          1. Technological Disruption
                                                                                                                            1. Innovation Cycles
                                                                                                                              1. Environmental Factors

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                                                                                                                          1. Introduction to Investment

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                                                                                                                          3. Security Analysis: Equity Valuation