Introduction

This unit offers learners a comprehensive foundation in investment theories, market equilibrium models, and performance evaluation of various asset classes. It emphasises bond valuation, equity analysis, and the impact of global economic developments on capital markets. Through in-depth study, learners will understand risk assessment and the practical approaches to making informed investment decisions. By the end of this unit, learners will be equipped with the analytical tools needed to evaluate investment opportunities and recommend strategies for optimising portfolio performance.

Learning Outcomes

• Understand different types of securities.
• Understand the regulation of security trading and new issues in world markets.
• Understand the main theories and models that are used in investment analysis.
• Be able to evaluate the performance of shares and bonds.