A highly visual look at major investment opportunities from the minds at Bloomberg
The essential guide for anyone trying to get a handle on the fundamentals of investing, the Bloomberg Visual Guide to Financial Markets distills 30 years of Bloomberg expertise into one straightforward, easy-to-read volume. The book teaches readers about three basic investment options governments, companies, and real assets, including gold and other commodities and offers valuable insights into money-market securities, bonds, stocks, derivatives, mutual funds, exchange-traded funds, and alternatives.
Designed to help financial professionals, students of finance, and individual investors understand the markets in which they're investing, the book begins with simple investments before moving on to more complex choices. * Explains bonds, stocks, derivatives, mutual funds, exchange-traded funds, and alternatives such as hedge funds * Explores the three Rs of returns, risks, and relative value that are associated with each type of investment * Provides a highly visual presentation with an emphasis on graphics and professional applications
The Bloomberg Visual Guide to Financial Markets gives the reader a clear picture of what underlies market structure, instruments, and dynamics and how to capitalize on these elements.
Acknowledgments ix
Introduction xi
Part I: Direct Investing 1
Chapter 1: Overview 3
Quotations 4
Three Rs 6
Chapter 2: Government 11
Currencies 12
Quotations 13
Three Rs 15
Bills 18
Quotations 20
Three Rs 21
Notes and Bonds 24
Quotations 26
Three Rs 27
Chapter 3: Companies 35
Money Markets 35
Quotations 38
Three Rs 39
Notes and Bonds 42
Quotations 45
Three Rs 46
Stocks 50
Quotations 53
Three Rs 55
Chapter 4: Hard Assets 63
Gold 63
Quotations 66
Three Rs 66
Commodities 68
Quotations 70
Three Rs 71
Real Estate 73
Quotations 75
Three Rs 75
Chapter 5: Indexes 79
Currency 79
Debt 81
Equity 83
Hard Assets 85
Chapter 6: Government Revisited 87
Municipal Bonds 88
Quotations 90
Three Rs 91
Mortgage-Backed Securities 93
Quotations 95
Three Rs 95
Chapter 7: Companies Revisited 99
Preferred Stock 99
Quotations 100
Three Rs 101
Convertible Securities 103
Quotations 104
Three Rs 105
Bank Loans 106
Quotations 109
Three Rs 109
Chapter 8: Hard Assets Revisited 113
Master Limited Partnerships 114
Quotations 115
Three Rs 116
Real Estate Investment Trusts 118
Quotations 120
Three Rs 120
Part II: Indirect Investing 123
Chapter 9: Overview 125
Quotations 126
Three Rs 127
Chapter 10: Derivatives 129
Futures and Forwards 129
Quotations 131
Three Rs 134
Options and Warrants 137
Quotations 140
Three Rs 142
Swaps 145
Interest-Rate Swaps 147
Quotations 149
Three Rs 149
Credit Default Swaps 152
Quotations 153
Three Rs 154
Quotations 161
Three Rs 162
Alternative Funds 165
Quotations 168
Three Rs 168
Chapter 12: Indexes Revisited 173
Futures 173
Options 175
Swaps 176
Funds 177
Appendix: Bloomberg Functionality Cheat Sheet 179
About the Author 181
Index 183
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