chapter 6 - sources of information on global investments

Saif UllahEconomist_of_Pakistan@Yahoogroups.com

Saifullah271@yahoo.com+923216633271

Lecture Presentation Software to accompany

Investment Analysis and Portfolio Management

Sixth Editionby

Frank K. Reilly & Keith C. Brown

Chapter 6

SAIF ULLAH, Saifullah271@yahoo.com, +923216633271

Chapter 6Sources of Information on Global Investments

Questions to be answered:

• What are the sources of information and data for aggregate economic analysis in the United States?

• What are the major sources for non-U.S. economic data, including the principal bibliographies?

• What are the sources of information and data for aggregate security market analysis? Which sources are available annually, weekly, and daily?

• What investment firms provide analysis and recommendations for global markets?

• What are the major sources of information and data for industry analysis?

• What are the major sources of information and data for individual firm stock and bond analysis?

• What are the major investment magazines? Which magazines are available monthly, bi-weekly, and weekly?

• What are some major sources of information for mutual funds?

• What are the major sources of information academic journals that publish theoretical and empirical studies related to investments?

• What are the major computerized data sources?

• What are the major online databases?

• What are the names and addresses for the major sources of investment information?

Aggregate Economic Analysis

U.S. Government Sources– Federal Reserve Bulletin (monthly)– Survey of Current Business (monthly)– Economic Indicators (monthly)– The Quarterly Financial Report– Business Statistics (biennial)– Historical Chart Book (annual)– Economic Report of the President (January)– Statistical Abstract of the United States (annual)

Bank Publications– Publications of Federal Reserve Banks

– Publications of Commercial Banks

• Non-U.S. Economic Data– The Economic Intelligence Unit (EIU)– Organization for Economic Cooperation and

Development (OECD)– The Economist– Worldwide Economic Indicators– Demographics Yearbook– International Marketing Data and Statistics– United Nations Statistical Yearbook– Eurostatistics

• Non-U.S. Economic Data (cont.)– U.S. International Trade Administration– International Monetary Fund– United Nations Yearbook of International Trade

Statistics– United Nations Yearbook of National Accounts

Statistics– Major banks

• Non-U.S. Economic Data (cont.)– Bibliographies

• Sources of World Financial and Banking Information

• Global Guide to International Business

• Index of International Statistics

Aggregate Security-Market Analysis

Government Publications– Annual Report of the SEC

Aggregate Security-Market AnalysisCommercial Publications

– Annual Security-Market Publications• New York Stock Exchange Fact Book

• NASDAQ-AMEX Fact Book

• Tokyo Stock Exchange Fact Book

• Emerging Stock Markets Fact Book

– American Banker Yearbook– The Bond Buyer Yearbook

Aggregate Security-Market AnalysisCommercial Publications

– The Business One Irwin Investor’s Handbook– Business and Investment Almanac– The Wall Street Waltz– S&P Trade and Security Statistics– Stocks, Bonds, Bills, and Inflation

Aggregate Security-Market AnalysisWeekly Security-Market Publications

– Barron’s– Asian Wall Street Journal– Credit Markets– Banking World– Financial Services Week– International Financing Review– Equities International– Euro Week

Aggregate Security-Market AnalysisDaily Security-Market Publications

– The Wall Street Journal– Investor Daily– The Financial Times– The Bond Buyer– The American Banker

Aggregate Security-Market AnalysisBrokerage Firm Reports

– U.S. Markets– World Markets

Industry Analysis• Industry Publications

– Standard & Poor’s Industry Survey– Standard & Poor’s Analysts Handbook– Value Line Industry Survey

• Industry Magazines– Journals– Trade Associations Publications

Individual Stock and Bond Analysis• Company-Generated Information

– Annual Reports– Security Prospectus– SEC Reports (8-K, 9-K, 10-K)

• Commercial Publications– Standard & Poor’s Publications– Moody’s Publications– Value Line Publications

Investment Magazines - Monthly• Money

• Institutional Investor

• Financial Planning

• Global Finance

• Global Investor

Investment Magazines - Biweekly• Forbes

• Fortune

• Financial World

• Pension and Investments

Investment Magazines - Weekly• Business Week

• The Economist

• The Wall Street Transcript

• The Media General Financial Weekly

Obtaining Information on Bonds• Required Information

– Market and economic conditions– intrinsic bond features

Obtaining Information on Bonds• Treasury Bulletin

• Standard & Poor’s Bond Guide

• Moody’s Bond Record, Moody’s Bond Survey

• Fitch Rating Register, Fitch Corporate Credit Analysis, Fitch Municipal Credit Analysis

• Investment Dealers Digest

• Credit Markets

• Duff & Phelps Credit Decisions

• The Bond Buyer

Sources of Information on Mutual Funds

• The Wall Street Journal

• Barron’s

• Investment Companies

• Current Performance and Dividend Record

• Business Week - “Mutual Fund Scoreboard”

• Morningstar Mutual Funds

• The Value Line Mutual Fund Survey

Theoretical and Empirical Analysis• Academic Journals

– Journal of Finance– Journal of Financial Economics– The Review of Financial Studies– Journal of Financial Economics– Journal of Financial and Quantitative Analysis– Financial Analysts Journal– Journal of Portfolio Management– Journal of Fixed Income– The Journal of Investing

Theoretical and Empirical Analysis• Academic Journals (cont.)

– The Journal of Derivatives– Real Estate Finance– Financial Management– The Financial Review– Journal of Financial Research– Financial Services Review– The C.F.A. Digest

Theoretical and Empirical Analysis• Academic Journals (cont.)

– Journal of Business– Quarterly Review of Economics and Finance– International Review of Economics and Finance– Review of Business and Economic Research– Journal of Business Research– American Economic Review– Journal of Political Economy– Rand Journal of Economics– The Journal of Applied Corporate Finance

Computerized Data Sources• Data Banks

– Compustat– Value Line Data Base– Compact Disclosure– University of Chicago Stock Price Tapes– Media General Data Bank– ISL Daily Stock Price Tapes

Computerized Data Sources• Online Databases

– Bi Data– Commodities Market Data Bank– Bloomberg– Bridge Information System– CompuServe, Inc.– Quick Quote– Dow Jones News/Retrieval Service– DRI Capsule/EEI Capsule– The GTE Financial System One Quotations Service– Quotron 800

The InternetInvestments Online

www.bog.frb.fed.uswww.bog.frb.fed.usotherfrb.htmwww.doc.govwww.ita.doc.gov.ita_home/itakeyin.htmlwww.economist.comwww.jpmorgan.comwww.dir.com.jp/InfoManage/datasrc.htmlwww.global-investor.com/dir/global/bonds.htmwww.psa.com

End of Chapter 6–Sources of Information on Global Investments

Future topicsChapter 7

• Importance of Efficient Capital Markets

• Alternative Efficient Market Hypotheses

• Efficient Markets and – Technical Analysis– Fundamental Analysis– Portfolio Management

chapter 6 - sources of information on global investments

economic data

economic cooperation

aggregate economic analysisu

investment analysis

major investment magazines

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bond analysis

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