Station 4: Understanding Asset Classes (UI+)
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15 mins!
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of Completion
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Description
We discover that far from being homogeneous groups, stocks and bonds come in many shades of grey and their spectrum of risk and return is wider and more diverse than could be imagined. We also put "property" under the microscope, following Signore Medici's own footsteps as he applies his tried and tested criteria to selecting an investment property to buy!
Table of Contents
1. Capital Markets: Birth & Genesis
2. Asset Classes
3. First Principles
4. Stocks: The Engine of Growth
5. Bonds: The Income Machine
6. Property: The Tangible Asset
7. Assessment
8. The Learning Lounge
System Requirements
This course is compatible with all browsers.
Author
Zola Sookias, Founder & Managing Director
Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.
He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.
His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.
Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.
