Course 06
Fixed income, equities and funds
Instruments, returns and risks
What you will learn
- Tell apart a bond claim, an equity stake and a fund unit.
- Identify the main features of a bond: face value, coupon, maturity, price and yield.
- Understand the link between interest rates, bond prices and sensitivity.
- Identify ordinary shares, shareholder rights and the main drivers of value.
- Understand the structure, categories, net asset value and fees of funds.
- Read information documents and compare products on consistent criteria.
- Identify credit, market, interest-rate, liquidity, currency and concentration risks.
- 1. Overview of instruments and the rights they give
- 2. Fixed income: bonds and debt securities
- 3. Equities: shares and stock markets
- 4. Investment funds and management companies
- 5. Risk, return, fees and comparing products
- 6. Reading documents and building an analysis
- Final part. Exercises, quiz and final project
49 €