Jimmy Gentry on 'Understanding Markets" at Reynolds Business Journalism Week, Feb. 4-7, 2011.
Reynolds Center for Business Journalism, BusinessJournalism.org, Arizona State University's Walter Cronkite School of Journalism.
Jimmy Gentry presents "Understanding Markets" during the annual 2012 Reynolds Business Journalism Seminars, hosted by the Donald W. Reynolds National Center for Business Journalism. For more information about free training for business journalists, please visit businessjoutnalism.org.
This document provides an overview of securities markets, including distinguishing between primary and secondary markets, describing major types of securities like money market instruments, bonds, and common/preferred stocks. It also discusses investors' objectives, major stock exchanges, how to buy and sell securities, stock indexes, mutual funds and ETFs, and regulations governing securities trading.
Introduction To Financial Institution Saguest3e1da1
The document provides an overview of financial markets and institutions. It defines key terms like financial market, security, and the two main types of markets - exchanges and over-the-counter. It also describes the main types of financial institutions like commercial banks, investment banks, and universal banks. Commercial banks' main activities are taking deposits and lending, while investment banks focus on underwriting new issues and secondary market activities. Many large financial institutions today are universal banks that engage in both commercial and investment banking activities.
This document provides an overview of alternative investments. It defines alternative investments as those outside traditional stocks, bonds and cash, including real assets like real estate and commodities, as well as alternative strategies that use unconventional approaches like leverage and short selling. The document discusses common myths about alternatives being too risky, illiquid, and only accessible to institutions. It then summarizes the main categories of alternative strategies, including market directional, corporate restructuring, relative value, opportunistic, and private equity strategies.
This document provides an introduction to investment management. It defines real and financial assets, and describes the taxonomy of financial assets including fixed-income securities, equity, and derivative securities. It discusses how financial markets allow for consumption timing, allocation of risk, and separation of ownership and management. The investment process includes asset allocation and security selection. Markets are competitive, following the risk-return tradeoff and efficient market hypothesis. The major players in financial markets are firms, households, and governments, connected by financial intermediaries. Recent trends impacting investments are globalization, securitization, financial engineering, and information technology.
Rei ts can provide a steady stream of income(finished)RandyBett
REITs allow small investors to invest in large-scale, income-producing real estate by pooling money from many investors. REITs reduce risk and maximize potential profits by diversifying real estate holdings. There are different types of REITs that focus on various real estate properties like offices, warehouses, and shopping centers. REITs provide steady income through required dividend payments and allow investors to easily sell their shares on public stock exchanges.
The document provides an overview of market structures and investing. It discusses the four main types of market structure - perfect competition, monopolistic competition, oligopoly, and monopoly - and their key characteristics. It also covers various financial securities like bonds, CDs, stocks, and mutual funds; explains how the stock market works; and discusses important stock market indices and whether the current market is a bull or bear market.
Jimmy Gentry presents "Understanding Markets" during the annual 2012 Reynolds Business Journalism Seminars, hosted by the Donald W. Reynolds National Center for Business Journalism. For more information about free training for business journalists, please visit businessjoutnalism.org.
This document provides an overview of securities markets, including distinguishing between primary and secondary markets, describing major types of securities like money market instruments, bonds, and common/preferred stocks. It also discusses investors' objectives, major stock exchanges, how to buy and sell securities, stock indexes, mutual funds and ETFs, and regulations governing securities trading.
Introduction To Financial Institution Saguest3e1da1
The document provides an overview of financial markets and institutions. It defines key terms like financial market, security, and the two main types of markets - exchanges and over-the-counter. It also describes the main types of financial institutions like commercial banks, investment banks, and universal banks. Commercial banks' main activities are taking deposits and lending, while investment banks focus on underwriting new issues and secondary market activities. Many large financial institutions today are universal banks that engage in both commercial and investment banking activities.
This document provides an overview of alternative investments. It defines alternative investments as those outside traditional stocks, bonds and cash, including real assets like real estate and commodities, as well as alternative strategies that use unconventional approaches like leverage and short selling. The document discusses common myths about alternatives being too risky, illiquid, and only accessible to institutions. It then summarizes the main categories of alternative strategies, including market directional, corporate restructuring, relative value, opportunistic, and private equity strategies.
This document provides an introduction to investment management. It defines real and financial assets, and describes the taxonomy of financial assets including fixed-income securities, equity, and derivative securities. It discusses how financial markets allow for consumption timing, allocation of risk, and separation of ownership and management. The investment process includes asset allocation and security selection. Markets are competitive, following the risk-return tradeoff and efficient market hypothesis. The major players in financial markets are firms, households, and governments, connected by financial intermediaries. Recent trends impacting investments are globalization, securitization, financial engineering, and information technology.
Rei ts can provide a steady stream of income(finished)RandyBett
REITs allow small investors to invest in large-scale, income-producing real estate by pooling money from many investors. REITs reduce risk and maximize potential profits by diversifying real estate holdings. There are different types of REITs that focus on various real estate properties like offices, warehouses, and shopping centers. REITs provide steady income through required dividend payments and allow investors to easily sell their shares on public stock exchanges.
The document provides an overview of market structures and investing. It discusses the four main types of market structure - perfect competition, monopolistic competition, oligopoly, and monopoly - and their key characteristics. It also covers various financial securities like bonds, CDs, stocks, and mutual funds; explains how the stock market works; and discusses important stock market indices and whether the current market is a bull or bear market.
The document discusses exchange-traded funds (ETFs) and how they compare to mutual funds. It notes that ETFs have grown significantly in popularity due to their lower fees compared to mutual funds. While ETFs may benefit investors through lower costs, they also increase complexity and risk for less sophisticated investors. The document reviews the history of mutual funds and ETFs and various studies that have found no statistically significant performance difference between ETFs and index funds, though ETFs may slightly outperform index mutual funds in terms of risk-adjusted returns. Overall, ETFs appear to be competitive with and in some ways superior to mutual funds, particularly due to their lower fees.
In July, the advisory warned of an impending equity market sell-off due to signs of euphoria in large cap U.S. stocks and increasing global risks. Unlike permanent bears who have been consistently wrong, this was the advisory's first broad market caution, suggesting moving to a hedged equity strategy that buys attractive companies and shorts overheated stocks to provide return in all markets while avoiding losses during sell-offs. Recent market turbulence proved this fortuitous for investors who utilized managers executing this strategy well.
The document discusses derivatives and their risks. It notes that derivatives began as a means to hedge against risks but have evolved into a large global market for trading risks. There is potential for derivatives to impact national economies. Derivatives allow risks to be commoditized and traded. This leads to the risks becoming more abstracted from the original assets or entities and subjected to unpredictable market fluctuations. The largest risks come from credit derivatives, as they allow banks to increase lending without risk but become highly detached from the actual borrowers' economic conditions, creating an illusion of risk-free profits in the detached "derivatives world."
The document discusses equity markets, stock exchanges, and money markets. It provides details on:
1) What equity markets and stock exchanges are, including that they allow for public trading of company stock.
2) The main participants in equity markets, including individual and institutional investors such as mutual funds and corporations.
3) Key money market instruments like treasury bills, certificates of deposit, and repurchase agreements that facilitate short-term borrowing and lending.
4) Major participants in the money market, including banks, corporations, money market funds, and central banks.
Investment products vary in risk, return and duration. So do investor objectives. Successfully matching financial instruments with financial plans takes skill, know how and ability.
Michael Hurwitz is a partner at Marks Paneth LLP who has over 25 years of experience advising real estate companies. He discussed various real estate investment structures like REITs and their advantages and challenges. REITs provide benefits such as access to capital markets and attractive dividend yields but also have disadvantages like higher tax rates and sensitivity to interest rates. Electing REIT status involves challenges like complying with numerous tests and operating requirements on an ongoing basis. Hurwitz outlined different REIT structures, types of real estate businesses operating as REITs, and various tax considerations involved in REIT planning and compliance.
FESE Capital Markets Academy - An introduction to derivatives &CCPsTracey Roberts
Derivatives are financial contracts whose value is derived from an underlying asset such as a stock, bond, commodity, currency or index. There are several types of derivatives including futures, options, forwards and swaps. Derivatives allow investors to hedge risk or speculate on market movements. They can be traded over-the-counter between two parties or on regulated exchanges which provides benefits like transparency, liquidity and reduced counterparty risk through central clearing. The main risks of derivatives include credit risk, market risk and operational risk.
The document discusses different types of market structures and investments. It describes the four main types of market structures - perfect competition, monopolistic competition, oligopoly, and monopoly - based on factors like the number of producers, product similarity, and barriers to entry. It also outlines different investment options like bonds, CDs, stocks, and mutual funds, noting their characteristics, risks, and potential returns. The stock market and different stock types are explained. Overall, the document provides a high-level overview of market structures and common investment vehicles.
The document provides an overview of capital markets and the various participants and intermediaries that operate within them, including governments, financial institutions, and other organizations. It discusses the roles of these participants, as well as financial innovation, regulation, and the different types of financial institutions like banks, insurance companies, asset managers, and exchanges. It also covers topics like orders, trading, costs, and various stock market indicators.
This document provides an overview of financial markets and institutions. It discusses the role and functions of financial markets in facilitating the transfer of funds from surplus units to deficit units. It also describes different types of financial markets, securities traded in these markets such as money market securities, bonds, stocks and derivatives. Finally, it examines the roles of various financial institutions like commercial banks, savings institutions, mutual funds, securities firms, insurance companies and pension funds in financial markets. It also discusses competition and consolidation trends in the financial industry.
Financial markets allow people and entities to trade financial securities and commodities at low costs. They facilitate price discovery, provide liquidity, and reduce transaction costs. Financial markets can be classified based on the nature of claims, maturity, seasoning, timing of delivery, and organizational structure. Direct investing includes money markets and capital markets, while indirect investing includes mutual funds and exchange traded funds. Investments can be used for hedging, arbitrage, and diversification strategies. Real assets that can be invested in include various types of real estate like residential, agricultural, commercial property and resort homes.
The document discusses several key topics related to corporate finance including:
- The scope of corporate finance which includes capital investment decisions, dividend decisions, and short-term financial management.
- The principles of corporate finance including investing funds to maximize returns, choosing an optimal debt-equity ratio, and maintaining a balance between cash flow and required funds.
- The role of financial markets in corporate finance by allowing companies to raise funds through issuing stocks and bonds and providing secondary markets for trading securities.
ETFs can provide a balanced, low-risk investment option that has stability from blue chip stocks. ETFs offer investors flexibility to buy and sell throughout the day, along with tax advantages and low fees. ETFs have grown rapidly in the past 10 years and now dominate the market, appealing to first-time investors with their low costs and ability to purchase immediately. While ETFs were initially based on indexes, they now allow for tailored investments according to an investor's risk tolerance. Their popularity continues to rise due to low costs, tax efficiency, and stock-like trading features.
Capital Market and Investment Avenues-B.V.RaghunandanSVS College
The document discusses various capital market investment avenues. It describes the capital market as a market for long-term funds involving securities with a life of over one year. Some key investment opportunities discussed include equity shares, preference shares, debentures, bonds, and mutual funds. The document provides an overview of the primary and secondary equity markets. It also outlines various strategies for investing in the stock market and highlights opportunities and risks to consider when evaluating different capital market investments.
This document provides an introduction to speculative markets, derivatives, and financial engineering. It defines speculative markets as markets that deal in derivative securities to manage financial risk. Derivatives derive their value from underlying assets and are created through financial engineering. Financial engineering is designing innovative financial instruments and processes to provide customized solutions to firms' financial risk management problems, such as interest rate and currency risk. It involves creating new securities and organizations through applying advances in related technologies. Financial innovation meets demands for risk sharing and transfer and lowers transaction costs.
Smart Directions | Ethical Investing | April 14, 2016emmetoneallibrary
Dr. Rauterkaus presents information about Ethical Investing in the latest installment of Emmet O'Neal Library's Smart Directions series, sponsored by ALA and FINRA.
This document defines various business and financial terms grouped under headings such as accounts, markets, contracts, profits and more. It provides definitions for common jargon used in accounting, finance and business management. Key terms defined include accounts payable, accounts receivable, blue chip companies, bull and bear markets, bonds, dividends, EBITDA, futures contracts, hedging, insolvency, IPOs, mergers and acquisitions, margins and more.
The document provides an overview of 20 different types of investments that every investor should know. It begins with introductions and descriptions of American Depository Receipts (ADRs), annuities, and closed-end investment funds. For each investment, it discusses what they are, their objectives and risks, and how to buy or sell them. It also provides strengths, weaknesses, and main uses for each. The document is an educational guide for investors to learn about various investment options.
The document provides an overview of understanding financial statements. It discusses key terms like audited, unaudited, and certified public accountants. It describes the Sarbanes-Oxley Act which created the PCAOB to oversee accounting in response to Enron and WorldCom. The PCAOB oversees accounting firms and audits. Key SEC filings include the 10-K, 10-Q, and 8-K. The annual 10-K report includes strategy, auditors report, financial statements, and management discussion.
Russ Choma, investigative reporter for
Investigative Reporting Workshop, presented this slideshow in Los Angeles at Covering the Green Economy, a Western Perspective.
The document discusses exchange-traded funds (ETFs) and how they compare to mutual funds. It notes that ETFs have grown significantly in popularity due to their lower fees compared to mutual funds. While ETFs may benefit investors through lower costs, they also increase complexity and risk for less sophisticated investors. The document reviews the history of mutual funds and ETFs and various studies that have found no statistically significant performance difference between ETFs and index funds, though ETFs may slightly outperform index mutual funds in terms of risk-adjusted returns. Overall, ETFs appear to be competitive with and in some ways superior to mutual funds, particularly due to their lower fees.
In July, the advisory warned of an impending equity market sell-off due to signs of euphoria in large cap U.S. stocks and increasing global risks. Unlike permanent bears who have been consistently wrong, this was the advisory's first broad market caution, suggesting moving to a hedged equity strategy that buys attractive companies and shorts overheated stocks to provide return in all markets while avoiding losses during sell-offs. Recent market turbulence proved this fortuitous for investors who utilized managers executing this strategy well.
The document discusses derivatives and their risks. It notes that derivatives began as a means to hedge against risks but have evolved into a large global market for trading risks. There is potential for derivatives to impact national economies. Derivatives allow risks to be commoditized and traded. This leads to the risks becoming more abstracted from the original assets or entities and subjected to unpredictable market fluctuations. The largest risks come from credit derivatives, as they allow banks to increase lending without risk but become highly detached from the actual borrowers' economic conditions, creating an illusion of risk-free profits in the detached "derivatives world."
The document discusses equity markets, stock exchanges, and money markets. It provides details on:
1) What equity markets and stock exchanges are, including that they allow for public trading of company stock.
2) The main participants in equity markets, including individual and institutional investors such as mutual funds and corporations.
3) Key money market instruments like treasury bills, certificates of deposit, and repurchase agreements that facilitate short-term borrowing and lending.
4) Major participants in the money market, including banks, corporations, money market funds, and central banks.
Investment products vary in risk, return and duration. So do investor objectives. Successfully matching financial instruments with financial plans takes skill, know how and ability.
Michael Hurwitz is a partner at Marks Paneth LLP who has over 25 years of experience advising real estate companies. He discussed various real estate investment structures like REITs and their advantages and challenges. REITs provide benefits such as access to capital markets and attractive dividend yields but also have disadvantages like higher tax rates and sensitivity to interest rates. Electing REIT status involves challenges like complying with numerous tests and operating requirements on an ongoing basis. Hurwitz outlined different REIT structures, types of real estate businesses operating as REITs, and various tax considerations involved in REIT planning and compliance.
FESE Capital Markets Academy - An introduction to derivatives &CCPsTracey Roberts
Derivatives are financial contracts whose value is derived from an underlying asset such as a stock, bond, commodity, currency or index. There are several types of derivatives including futures, options, forwards and swaps. Derivatives allow investors to hedge risk or speculate on market movements. They can be traded over-the-counter between two parties or on regulated exchanges which provides benefits like transparency, liquidity and reduced counterparty risk through central clearing. The main risks of derivatives include credit risk, market risk and operational risk.
The document discusses different types of market structures and investments. It describes the four main types of market structures - perfect competition, monopolistic competition, oligopoly, and monopoly - based on factors like the number of producers, product similarity, and barriers to entry. It also outlines different investment options like bonds, CDs, stocks, and mutual funds, noting their characteristics, risks, and potential returns. The stock market and different stock types are explained. Overall, the document provides a high-level overview of market structures and common investment vehicles.
The document provides an overview of capital markets and the various participants and intermediaries that operate within them, including governments, financial institutions, and other organizations. It discusses the roles of these participants, as well as financial innovation, regulation, and the different types of financial institutions like banks, insurance companies, asset managers, and exchanges. It also covers topics like orders, trading, costs, and various stock market indicators.
This document provides an overview of financial markets and institutions. It discusses the role and functions of financial markets in facilitating the transfer of funds from surplus units to deficit units. It also describes different types of financial markets, securities traded in these markets such as money market securities, bonds, stocks and derivatives. Finally, it examines the roles of various financial institutions like commercial banks, savings institutions, mutual funds, securities firms, insurance companies and pension funds in financial markets. It also discusses competition and consolidation trends in the financial industry.
Financial markets allow people and entities to trade financial securities and commodities at low costs. They facilitate price discovery, provide liquidity, and reduce transaction costs. Financial markets can be classified based on the nature of claims, maturity, seasoning, timing of delivery, and organizational structure. Direct investing includes money markets and capital markets, while indirect investing includes mutual funds and exchange traded funds. Investments can be used for hedging, arbitrage, and diversification strategies. Real assets that can be invested in include various types of real estate like residential, agricultural, commercial property and resort homes.
The document discusses several key topics related to corporate finance including:
- The scope of corporate finance which includes capital investment decisions, dividend decisions, and short-term financial management.
- The principles of corporate finance including investing funds to maximize returns, choosing an optimal debt-equity ratio, and maintaining a balance between cash flow and required funds.
- The role of financial markets in corporate finance by allowing companies to raise funds through issuing stocks and bonds and providing secondary markets for trading securities.
ETFs can provide a balanced, low-risk investment option that has stability from blue chip stocks. ETFs offer investors flexibility to buy and sell throughout the day, along with tax advantages and low fees. ETFs have grown rapidly in the past 10 years and now dominate the market, appealing to first-time investors with their low costs and ability to purchase immediately. While ETFs were initially based on indexes, they now allow for tailored investments according to an investor's risk tolerance. Their popularity continues to rise due to low costs, tax efficiency, and stock-like trading features.
Capital Market and Investment Avenues-B.V.RaghunandanSVS College
The document discusses various capital market investment avenues. It describes the capital market as a market for long-term funds involving securities with a life of over one year. Some key investment opportunities discussed include equity shares, preference shares, debentures, bonds, and mutual funds. The document provides an overview of the primary and secondary equity markets. It also outlines various strategies for investing in the stock market and highlights opportunities and risks to consider when evaluating different capital market investments.
This document provides an introduction to speculative markets, derivatives, and financial engineering. It defines speculative markets as markets that deal in derivative securities to manage financial risk. Derivatives derive their value from underlying assets and are created through financial engineering. Financial engineering is designing innovative financial instruments and processes to provide customized solutions to firms' financial risk management problems, such as interest rate and currency risk. It involves creating new securities and organizations through applying advances in related technologies. Financial innovation meets demands for risk sharing and transfer and lowers transaction costs.
Smart Directions | Ethical Investing | April 14, 2016emmetoneallibrary
Dr. Rauterkaus presents information about Ethical Investing in the latest installment of Emmet O'Neal Library's Smart Directions series, sponsored by ALA and FINRA.
This document defines various business and financial terms grouped under headings such as accounts, markets, contracts, profits and more. It provides definitions for common jargon used in accounting, finance and business management. Key terms defined include accounts payable, accounts receivable, blue chip companies, bull and bear markets, bonds, dividends, EBITDA, futures contracts, hedging, insolvency, IPOs, mergers and acquisitions, margins and more.
The document provides an overview of 20 different types of investments that every investor should know. It begins with introductions and descriptions of American Depository Receipts (ADRs), annuities, and closed-end investment funds. For each investment, it discusses what they are, their objectives and risks, and how to buy or sell them. It also provides strengths, weaknesses, and main uses for each. The document is an educational guide for investors to learn about various investment options.
The document provides an overview of understanding financial statements. It discusses key terms like audited, unaudited, and certified public accountants. It describes the Sarbanes-Oxley Act which created the PCAOB to oversee accounting in response to Enron and WorldCom. The PCAOB oversees accounting firms and audits. Key SEC filings include the 10-K, 10-Q, and 8-K. The annual 10-K report includes strategy, auditors report, financial statements, and management discussion.
Russ Choma, investigative reporter for
Investigative Reporting Workshop, presented this slideshow in Los Angeles at Covering the Green Economy, a Western Perspective.
Jimmy Gentry on 'Financial Statements II" at Reynolds Business Journalism Week, Feb. 4-7, 2011.
Reynolds Center for Business Journalism, BusinessJournalism.org, Arizona State University's Walter Cronkite School of Journalism.
Melissa Preddy presents "Localizing National Business Stories" at the SABEW 2011 Spring Conference in Dallas, Texas on April 9, 2011. She will present a Webinar on the same topic, "10 Tips for Localizing National Stories" on June 21.
For more information on free training for business journalists, please visit businessjournalism.org.
Steve Doig presents "The Economic Census" during a Reynolds Center workshop, "Mining the Census for Local Business Stories."
For more information, please visit businessjournalism.org.
Craig Pittman, an award-winning environmental reporter at the St. Petersburg Times and the author of two books. Pittman spoke at Covering the Green Economy in June 2010.
Pittman also presented a session on turning a good story into a book.
Book It! http://www.slideshare.net/BizJournalism/craig-pittmantman-bookit
Angel Gonzalez, After the Spill - Covering the Green Economy
Angel Gonzalez is Houston Bureau Chief for Dow Jones Newswires, where he helps lead the Newswires’ coverage of the global energy industry. He has written about OPEC, hurricanes, Big Oil companies, renewable energy and the BP oil spill for Dow Jones Newswires, WSJ.com and the Wall Street Journal. Previously he covered green energy and biotechnology for the Seattle Times, and worked as an oil reporter for Dow Jones. A native of Caracas, Venezuela, he’s a graduate of the University of Paris and obtained a master’s in journalism from the University of California, Berkeley.
Jimmy Gentry presents "Teaching Markets" during the Reynolds Center for Business Journalism's annual Business Journalism Week, Jan. 4, 2014. Gentry is the Clyde M. Reed Teaching Professor at the University of Kansas' School of Journalism and Mass Communications.
The annual event features two concurrent seminars, Business Journalism Professors and Strictly Financials for journalists.
For more information about business journalism training, please visit http://businessjournalism.org.
Jimmy Gentry presents "Common Size Analysis" during the Reynolds Center for Business Journalism's annual Business Journalism Week, Jan. 2, 2014. Gentry is the Clyde M. Reed Teaching Professor at the University of Kansas' School of Journalism and Mass Communications.
The annual event features two concurrent seminars, Business Journalism Professors and Strictly Financials for journalists.
For more information about business journalism training, please visit http://businessjournalism.org.
Chapter 04 The Financial System And InterestAlamgir Alwani
The document discusses the concept of interest and how it relates to the financial system, even in a hypothetical scenario without money. It describes how savings, investment, and lending can occur through the exchange of goods and services, using the example of castaways on a deserted island. One castaway invests time to make a shovel, allowing greater future food production, while another borrows the shovel but must provide compensation due to risks like default or damage to the capital good. This hypothetical scenario parallels how interest, risk, and time preference work in a modern financial system.
People invest to grow their money over time. The main investment options are bonds, CDs, stocks, and mutual funds. Bonds are loans to companies or governments that pay interest, with levels of risk depending on the bond's rating. CDs are time deposits that pay interest at fixed rates. Stocks represent shares of company ownership that can gain value or pay dividends. Mutual funds pool money from investors to buy a variety of stocks and bonds within one investment. The stock market performance depends on factors like company earnings, news, and the overall economy.
Introduction ot Mangerial Finance - Chapter 3 by: Scott Besley & Eugene BrighamKenji Silavi
This chapter discusses the financial environment, including financial markets, institutions, and investment banking. It describes how financial markets facilitate the flow of funds from savers to borrowers through direct transfers, investment banks, and financial intermediaries. The chapter also explains the roles of investment banks in facilitating capital raising and secondary market activities, as well as the various types and roles of financial intermediaries. Finally, it provides an overview of international financial markets and how they differ from those in the United States.
The document discusses various aspects of the financial system including:
1) Savings from consumers are channeled into businesses through financial markets, allowing companies to raise funds for investments. This process links savings and investment in the economy.
2) Companies use both debt and equity financing to raise funds for daily operations and large projects. Debt financing involves borrowing through bonds while equity financing involves selling stock.
3) Financial markets include capital markets for stocks and long-term debt, as well as money markets for short-term debt. Various entities like banks and brokerages facilitate the flow of funds through these markets.
The document provides an overview of shares, equity markets, stock exchanges, and related concepts:
1) It defines what shares and equity are, and explains that shares represent ownership in a company.
2) It describes what stock markets and stock exchanges are, including some of the major exchanges around the world.
3) It briefly discusses other related topics like brokers, demat accounts, and the purpose and function of stock markets.
Common stock represents partial ownership in a corporation. There are two main types: common stock which usually entitles the owner to vote, and preferred stock which generally does not have voting rights but has a higher claim on assets and earnings. Common stock owners are also known as shareholders or equity owners. A board of directors is elected to establish policies and make decisions on major company issues. Companies may pay dividends to shareholders from a portion of earnings.
1. Common stock represents ownership in a corporation and a claim on its assets and earnings. There are different types including common, preferred, and classes A and B.
2. Owners of common stock are also known as shareholders or equity owners. They may receive dividends as determined by the board of directors and can benefit from capital gains.
3. Fundamental analysis and technical analysis are two main approaches used to evaluate common stocks and make investment decisions.
This presentation discusses investment banking and security markets. It explains that investment banking assists companies with raising capital through activities like IPOs, mergers and acquisitions. It also discusses the roles of underwriting and providing financial advice. The document then describes the primary and secondary security markets. The primary market involves new securities offerings, while the secondary market is for existing securities. It also outlines different types of secondary markets like stock exchanges and over-the-counter markets. Finally, it briefly touches on market makers, dealers, and different trading venues like call, continuous, third and fourth markets.
The document discusses various investment options including bonds, CDs, stocks, and mutual funds. It explains that people invest to earn money from their savings and promote economic growth. It also outlines the risks and returns associated with different investment types and advises diversifying investments to reduce risk.
The document provides an introduction to stock markets and investing. It discusses key concepts such as stocks, bonds, indexes, market orders, short selling, and margin trading. It also outlines different market sectors including defensive sectors like utilities and cyclical sectors that are more sensitive to economic changes. Finally, it introduces the LHA Stock Market Game, where students will each receive $100,000 to invest and trade stocks against their classmates.
This document discusses financial markets and institutions. It begins by outlining the capital allocation process and defining direct and indirect financing. It then discusses various segments of financial markets, including money markets and capital markets. The document outlines what financial markets are, why they are important to study, and their key functions. It also defines different types of financial markets and instruments traded within them, such as money market securities, capital market securities, bonds, mortgages, and derivatives. Finally, it discusses financial institutions, defining them and their role in facilitating indirect finance between savers and borrowers.
Bussiness finanace: week 2 ppt IBA BATCH 2024QUARANTINETV
This document provides an overview of financial markets and institutions. It discusses how capital is transferred from savers to borrowers through direct transfers, investment banks, or financial intermediaries. It also describes key terms like investment bankers and financial intermediaries. The document outlines different types of financial markets (money markets, capital markets, public vs. private markets) and institutions (commercial banks, mutual funds, hedge funds). It concludes with a brief discussion of stock market efficiency.
This Document Includes Literature on The Stock Exchange - The New York Stock Exchange (NYSE) and Defines the New York Stock Exchange, Its Participants, Purpose, and also Regulatory Organs of the Stock Exchange
This document provides an introduction to the stock market and the LHA Stock Market Game. It defines key market concepts like stocks, bonds, indexes and exchanges. It explains how to read stock quotes and factors that influence stock prices. The goal of the LHA Stock Market Game is for students to compete by investing a virtual $100,000 in stocks and tracking their portfolio value.
This document provides an introduction to the stock market and the LHA Stock Market Game. It defines key market concepts like stocks, bonds, indexes and exchanges. It explains how to read stock quotes and factors that influence stock prices. The goal of the game is for students to compete by investing a virtual $100,000 in stocks and tracking their portfolio value.
Conservative
A portfolio of actively managed funds, index funds / ETFs and stocks for conservative risk taking investors
Methodology
Value - stock icon
Value - Stock Only
A Techno-Fundamental Large & Midcap portfolio for Moderate Risk Profile Investors.
Methodology
SIP - stock only icon
SIP - Stock Only
A stocks only portfolio for moderately aggressive risk taking investors
Methodology
Moderate icon
Moderate
A portfolio of actively managed funds and stocks for moderate risk taking investors.
Methodology
Wealth creation - mf only icon
Wealth Creation - MF Only
A Multi-asset, Diversified & aggressive risk portfolio for your Wealth Creation goal
Methodology
Small and mid cap - stock only icon
Small And Mid Cap - Stock only
A Fundamental based, diversified small & midcap portfolio for very high risk takers.
Methodology
Growth icon
Growth
A portfolio of actively managed funds and stocks for aggressive risk taking investors
Methodology
Regular income with growth - mf only icon
Regular Income With Growth - MF Only
A Multi-asset, Diversified & Growth oriented portfolio for long term regular income
Methodology
Small and mid cap - stock only icon
Student & Early Earner - Stock Only
A fundamentals based multi-cap, small denomination portfolio for young investors
Methodology
Quanto-Funda Model Portfolio - stock only icon
Quanto-Funda Model Portfolio - S
This document provides an overview and introduction to an investment analysis and portfolio management course. It discusses the course website which provides lecture materials. It also covers obtaining financial data from sources like Yahoo Finance and examples of large gains and losses from past investments. Finally, it defines key terms like returns, risks, securities (stocks, bonds, funds), and the investment process.
Investment Analysis and Portfolio ManagementBabasab Patil
This document summarizes key points about investment analysis and portfolio management. It discusses the module website resources, gains and losses from past investments, markets and security types, brokers, returns and risks, and the investment process. The essential topics covered are types of markets and securities, factors that influence investment returns and risks, and the basic steps in analyzing investments and constructing a portfolio.
Similar to Understanding markets - Reynolds Week 2011 (20)
Data journalist Steve Doig, the Knight Chair at Arizona State University’s Walter Cronkite School of Journalism and Mass Communication, demonstrates 10 data sources you may never have heard of that can lend rich context to your business and economic stories and spark meaningful investigations.
This document provides an overview of more than 10 databases that can be used for reporting. It describes databases from the Bureau of Economic Analysis that provide in-depth industry and geographic analysis of key economic metrics. It also discusses the Longitudinal Employer-Household Dynamics database, which combines federal, state and Census Bureau data to provide more granular employment data. Additionally, it mentions other potential sources of data like corporate filings, registration and licensing records, and political influence databases that each state maintains differently.
Dash Davidson's presentation discusses how numbers and data analytics are being used in sports. The presentation covers how sports reporters are using the free data visualization tool Tableau Public to create interactive visualizations for articles, and how pro sports teams are leveraging Tableau's business intelligence platform more broadly. Davidson then demonstrates how to use Tableau Public by creating and sharing an interactive data visualization.
The document summarizes key information about the size and growth of the North American sports market in 2014 and projections for 2019. It also notes that to be a good sports business reporter requires skills in investigative reporting, government and politics reporting, medical reporting, and legal reporting. The document concludes by listing panelists for an event including the director of a sports news program, the CEO of a baseball research organization, a sports reporter, and a sports data analyst.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
“Developing an Effective Business Journalism Syllabus - Leverage! Using Existing Resources to Create a Killer Course" from Reynolds Business Journalism Week 2016 by Keith Herndon
“Marketing Your Work and Engaging Your Audience - Engaging Audiences to Promote Your Work” from Reynolds Business Journalism Week 2016 by Rebecca Blatt
The document provides tips for finding an audience and engaging students as a faculty leader. It suggests surveying the student landscape, talking to different student groups and classes, using social media, celebrating students through special events, recruiting guest speakers, offering field trips and summer jobs, and putting together a plan that provides structure but is also flexible. The overall goal is to build connections, tell great stories, and have fun engaging students.
The document discusses organizing a course on business journalism. It suggests the topics could fit into one or two courses, covering business fundamentals and economics. Key "must" topics include financial statements, regulatory agencies, and common business story types like IPOs and mergers. The document provides recommendations for textbooks, assignments including journalistic stories, organizing the syllabus, grading breakdown, and using outside speakers and field trips. The goal is to engage students in learning business journalism skills through hands-on assignments connected to course topics.
The document summarizes campaign finance history in the United States from the 1970s to present. It discusses key court cases and acts that have shaped how money influences politics over time. Citizens United vs FEC is highlighted as a pivotal 2010 Supreme Court decision that allowed unlimited spending by corporations and unions in elections, fueling a rise in "dark money" groups spending undisclosed amounts. Tables provide an overview of campaign contributions and spending for recent election cycles, demonstrating a growing role for unlimited outside spending groups.
The economics of immigration tells a multifaceted story that combines business, social, and political aspects. It is most effectively told through both statistical data and humanizing examples. The makeup of the workforce provides insights into broader demographic and social changes, as well as predictors of economic, political, and social trends. Securing the US-Mexico border is important, but must be done in a way that does not unnecessarily stifle the $216 billion in annual trade between the two countries, which supports millions of jobs on both sides and is crucial to both economies. Border communities aspire to be more than just points of transit and want to capture more local economic value from the large volume of trade passing through the region.
Economic data can be found from a variety of sources including government agencies, private research firms, and news organizations. The U.S. government collects and publishes vast amounts of economic statistics through agencies like the Bureau of Labor Statistics, Census Bureau, and Bureau of Economic Analysis. Private research firms and news organizations often analyze government economic data and provide context to help readers understand trends.
This document provides summaries of several investigative journalism articles and stories that have won awards. It discusses how iterative investigations can build understanding over time through episodic reporting. Some of the stories discussed include investigations into Medicare billing, corporate tax avoidance, food safety issues, and medical device recalls. The document emphasizes how this type of investigative journalism can inform the public and promote positive change.
Christina Leonard, Director of Reynolds Business Reporting Bureau at the Walter Cronkite School of Journalism and Mass Communication shared 30 Agriculture stories at this year's Ag Media Summit. Take a look at these 30 examples of unique agriculture coverage to help end your writer's block!
Pulitzer Prize winner, Michael J. Berens of The Seattle Times presents "Data Journalism 101," a three-hour, hands-on workshop for the Donald W. Reynolds National Center for Business Journalism at the Excellence in Journalism Conference in Nashville, Tenn. on Sept. 4, 2014.
Part 3 offers tips for creating your own databases.
For more business journalism training opportunities and resources, please visit http://businessjournalism.org.
More from Reynolds Center for Business Journalism (20)
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Donc Test
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting, 8th Canadian Edition by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Ebook Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Pdf Solution Manual For Financial Accounting 8th Canadian Edition Pdf Download Stuvia Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Financial Accounting 8th Canadian Edition Ebook Download Stuvia Financial Accounting 8th Canadian Edition Pdf Financial Accounting 8th Canadian Edition Pdf Download Stuvia
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic DataChampak Jhagmag
In this presentation, we will explore the rise of generative AI in finance and its potential to reshape the industry. We will discuss how generative AI can be used to develop new products, combat fraud, and revolutionize risk management. Finally, we will address some of the ethical considerations and challenges associated with this powerful technology.
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.