Interactive Brokers

Investing using Value, Growth, Momentum and Economics Specialization

Interactive Brokers

Investing using Value, Growth, Momentum and Economics Specialization

Investment Strategies and Economic Insights.

Learn to Evaluate Stocks, Understand Economic Indicators and Investment Strategies

Mary MacNamara
Andrew Wilkinson

Instructors: Mary MacNamara

Access provided by Abu Dhabi National Oil Company

3,748 already enrolled

Get in-depth knowledge of a subject

from 55 reviews of courses in this program

Beginner level

Recommended experience

3 months to complete
at 20 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject

from 55 reviews of courses in this program

Beginner level

Recommended experience

3 months to complete
at 20 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Learn how to identify potential growth stocks, evaluate undervalued assets, and capitalize on market trends using momentum principles.

  • Understand microeconomic principles, market structures, and labor market dynamics to assess how macroeconomic trends impact opportunities.

  • Explore the construction and real estate sectors, learning how to view sector-specific factors and trends in the context of economic movements.

  • Interpret consumer activity and confidence data, alongside market statistics, to view economic conditions that influence investment markets.

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Taught in English

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Specialization - 9 course series

Introduction to Growth Investing

Introduction to Growth Investing

Course 1, 7 hours

What you'll learn

  • Identify Key Characteristics of Growth Stocks

  • Analyze Valuation Ratios

  • Evaluate Influencing Factors on Earnings Growth

Skills you'll gain

Category: Portfolio Risk
Category: Market Opportunities
Category: Business Metrics
Category: Financial Statement Analysis
Category: Income Statement
Category: Market Trend
Category: Financial Analysis
Category: Business Valuation
Category: Competitive Analysis
Category: Financial Forecasting
Category: Investment Management
Category: Gross Profit
Category: Market Dynamics
Category: Risk Management
Category: Investments
Category: Growth Strategies
Introduction to Value Investing

Introduction to Value Investing

Course 2, 5 hours

What you'll learn

  • Understand the principles of value investing and its historical context.

  • Analyze financial statements to assess company performance and valuation.

  • Identify key metrics and ratios used to evaluate potential investments.

Skills you'll gain

Category: Financial Analysis
Category: Business Valuation
Category: Annual Reports
Category: Business Research
Category: Quality Assessment
Category: Return On Investment
Category: Portfolio Management
Category: Financial Reporting
Category: Financial Statements
Category: Investments
Category: Investment Management
Category: Income Statement
Category: Financial Statement Analysis
Category: Balance Sheet
Category: Risk Analysis
Category: Competitive Analysis
Category: Business Metrics
Category: Business Analysis Tools
Category: Financial Planning
Category: Financial Acumen
Introduction to Momentum Investing

Introduction to Momentum Investing

Course 3, 5 hours

What you'll learn

  • Analyze key indicators and metrics that signal momentum in the market.

  • Assess the risks associated with momentum investing and implement effective risk management techniques.

Skills you'll gain

Category: Risk Management
Category: Technical Analysis
Category: Trend Analysis
Category: Equities
Category: Investments
Category: Financial Trading
Category: Market Trend
Category: Portfolio Risk
Category: Investment Management
Category: Market Data
Sector Investing

Sector Investing

Course 4, 8 hours

What you'll learn

  • Knowledge of factors that influence the performance of various sectors, such as economic cycles, technological innovation, and market conditions.

  • Apply different strategies for sector investing, including sector rotation, thematic investing, and selecting sector ETFs or individual stocks.

Skills you'll gain

Category: Portfolio Management
Category: Portfolio Risk
Category: Market Trend
Category: Business Economics
Category: General Finance
Category: Equities
Category: Risk Management
Category: Performance Analysis
Category: Market Opportunities
Category: Investment Management
Category: Stock Rotation
Category: Investments
Category: Market Analysis
Category: Market Dynamics
Basics Economics

Basics Economics

Course 5, 4 hours

What you'll learn

  • Gain an understanding of fundamental microeconomic concepts including scarcity, opportunity cost, and economic models.

  • Understand the differences between various market structures, such as perfect competition, monopolies, and oligopolies.

Skills you'll gain

Category: Supply And Demand
Category: Production Process
Category: Economics
Category: Business Economics
Category: Consumer Behaviour
Category: Resource Allocation
Category: Market Dynamics
Construction and Real Estate (US)

Construction and Real Estate (US)

Course 6, 5 hours

What you'll learn

  • Understand the fundamentals of the U.S. construction and real estate sectors.

  • Analyze the economic drivers impacting construction and real estate markets.

  • Evaluate investment opportunities within the real estate sector.

Skills you'll gain

Category: Market Dynamics
Category: Commercial Real Estate
Category: Financial Analysis
Category: Real Estate
Category: Risk Management
Category: Economics
Category: Business Risk Management
Category: Market Trend
Category: Investments
Category: Property and Real Estate
Category: Mortgage Loans
Category: Investment Management
Category: Market Analysis
Category: Commercial Construction
Category: Market Data

What you'll learn

  • Learn about various monetary metrics such as interest rates, money supply, and inflation, and their impact on economic output and corporate profits.

  • Understand how changes in GDP, consumer spending, and investment affect business profitability and stock market performance.

  • Examine the impact of inflation and deflation on corporate performance.

Skills you'll gain

Category: Economics
Category: Business Economics
Category: Consumer Behaviour
Category: Fiscal Management
Category: Securities (Finance)
Category: Forecasting
Category: Financial Policy
Category: Operating Cost
Category: Financial Acumen
Category: Governmental Accounting
Category: Financial Systems
Category: Gross Profit
Category: Corporate Finance
Category: Market Dynamics
Category: Banking
Category: Financial Market
Economics - Employment and the Labor Market (US)

Economics - Employment and the Labor Market (US)

Course 8, 3 hours

What you'll learn

Skills you'll gain

Category: Economics
Category: Compensation Analysis
Category: Economics, Policy, and Social Studies
Category: Supply And Demand
Category: Employee Relations
Category: Compensation Management
Category: Labor Relations
Category: Forecasting
Category: Trend Analysis
Category: Economic Development
Category: Market Data
Category: Market Trend
Category: Financial Market
Category: Market Dynamics
Business and Consumer Activity and Confidence (US)

Business and Consumer Activity and Confidence (US)

Course 9, 4 hours

What you'll learn

  • Analyze the Impact of Consumer Confidence

  • Examine Business Sentiment and Activity

  • Interpret Economic Reports for Trading

Skills you'll gain

Category: Financial Market
Category: Economics
Category: Business Economics
Category: Market Intelligence
Category: Financial Trading
Category: Manufacturing Operations
Category: Market Dynamics
Category: Market Data
Category: Business Metrics
Category: Consumer Behaviour
Category: Forecasting
Category: Investments
Category: Financial Data
Category: Market Trend

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Instructors

Mary MacNamara
Interactive Brokers
12 Courses134,415 learners
Andrew Wilkinson
Interactive Brokers
12 Courses134,415 learners

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