The regulator requires you to demonstrate an understanding of the merits and limitations of the main investment theories covering key features of the main investment theories including: modern portfolio theory (MPT), multi-factor model, efficient market hypothesis (EMH), capital asset pricing model (CAPM), portfolio theory, diversification and hedging, correlation between asset classes -Total return and an awareness of beta and alpha - risk adjusted returns and basics of behavioural finance – market and individual behaviours.
This session will take you through all these issues highlighting their impact and use in investment funds.
RecordedSep 24 201348 mins
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Omar Negyal, manager of JPMorgan Global Emerging Markets Income Trust talks to the AIC about his income strategy for emerging markets, where he’s finding investment opportunities, why investors should consider emerging markets and his outlook for the sector.
Graeme Gunn, Partner at SL Capital Partners, managers of Standard Life European Private Equity Trust (SLEPET) explains the fund of fund structure, where they are finding opportunities and why investors should consider private equity.