Understanding Fundamental Analysis

Understanding Fundamental Analysis

Course Overview

Learn how fundamental analysis works, what drives markets, and how economic indicators, asset classes, and companies can influence trading decisions.

Instructors

Ron William

Cross-Asset Strategist

Ron William, CFTe, is a cross-asset strategist, educator and performance coach, with +25 years of financial intuitional experience. He is the founder & CIO of RWA, an award-winning, macro-tactical, research and advisory firm, to a wide range of financial institutions & professionals, producing differentiated alpha, insightful idea generation and unique market timing.

What You Will Learn

Understand fundamental analysis, its importance, and key methods.
Identify the key differences between fundamental and technical analysis.
Explain major economic indicators and their impact on financial markets.
Understand the fundamental drivers influencing major financial instruments.
Analyze key company fundamentals to support informed decisions.

Introduction to the course

Understand what drives the markets. Learn the basics of fundamental analysis and how it shapes financial market movements.

Module 1: The Professional Investor's Framework

Explore the role of fundamentals, why they matter, how they differ from technical analysis, and how professionals use them to build and review investment strategies.

Module 2: Macro Drivers & Market Regimes

Explore supply and demand, market forces, economic data, central bank decisions, and geopolitical events and their impact on financial markets.

Module 3: Reading economic data like a trader

Learn how economic growth, inflation, interest rates, monetary policy, consumer confidence, and business sentiment can influence financial markets.

Module 4: Cross-Asset Investment Strategy

Explore the key fundamental factors affecting major markets, including currencies, commodities, and debt and income instruments.

Module 5: Company Analysis for investors

Explore financial statements, market sectors, and key financial ratios to evaluate company performance and compare potential investment opportunities.

Module 6: Integrating Fundamentals into an Investment Process

Learn how fundamentals are integrated into the investment process, applied across different markets, and used to support portfolio construction and risk management.

Module 7: Investment Practical Scenarios

Explore how fundamental factors influence real-world market movements across gold, currencies, oil, and stocks through practical market scenarios.

Level

Beginner

Includes

8 Modules

31 Videos

Duration

75 min

Language

English

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