Description
John Wiley Visual Guide to Financial Markets 2012 Edition by David Wilson
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. Table of contents :- 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