ori [Wiley] The Long Good Buy: Analysing Cycles In Markets[Hardcover] By Peter Oppenheimer

Written by a senior strategist of a large investment bank, The Long Good Buy; Analysing Cycles in Markets is an accessible and easytoread guide to how financial markets work, what drives them, how the drivers change over time, and how to understand the interplay between stock markets and the real economy. It is a comprehensive study of everything from valuation, and the impact of growth and interest rates on equity market permance to how politics and other events impact the way the markets perm. It introduces clear frameworks and uses charts and tables to contextualise movements in markets. It is packed full of case studies and uses data based on histories of up to 100 years. Provisional chapter list: The interplay between economic cycles and equity/ financial market cycles Understanding different phases of the cycle and what drives them Understanding the drivers of valuation When is it a good time to buy and sell and why Understanding how volatility impacts returns Bear Markets the different types of bear markets; their causes, how long they last and how and why they recover The drivers of returns in markets Valuation, margins and earning What has changed since the Great Financial Crisis; how has this cycle been different from those in the past