Research Analysis theme

Research Analysis

Harnessing your analysis skills

Within the investment industry, research analysis forms the basis of both credit and equity analysis roles. Collecting data about investable companies, analysing the material, and building earnings models to conduct valuations is essential in making recommendations to portfolio managers and/or clients through evaluation reports and presentations. 

Here we look at how you can optimise your analytical skills by looking at analysing bonds and risk, as well as assessing how investment performance or management performance can deliver results.

Video

01.05.24

Defaults, dividends and diligence disasters - Understanding covenants in leveraged finance

Understanding the terminology surrounded covenant terms can be tricky. Join Sabrina Fox, Chief Executive Officer, European Leveraged Finance Association as she explains how to navigate through it.

Video

10.04.24

The global research revolution - what you need to know

With investment research budgets shrinking, and new rules coming into place, research needs a rethink – but what does this mean for investors?

Video

27.09.23

Statistical biases in private equity returns

IRR’s are a key measure for private equity investors – but they can be biased. Learn how these biases work and how to identify their effects.

Video

19.07.23

The money illusion

Stephen Clapham, Founder, Behind the Balance Sheet explains how to make real returns on your investments without letting inflation inflate the numbers.

Need help?

FAQs