SELECTING INVESTMENTS IN A

GLOBAL MARKET
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THE CASE FOR GLOBAL
INVESTMENTS
 Relative Size of U.S. Financial Markets
 Rates of Return on U.S. and Foreign Securities

 Risk of Combined Country Investments

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GLOBAL INVESTMENT CHOICES
 Fixed-Income Investments
 Savings Accounts
 Capital Market Instruments
 U.S. Treasury Securities
 U.S. Government Agency Securities

 Municipal Bonds

 Corporate Bonds

 Debentures
 Subordinated bonds
 Income bonds
 Convertible bonds
 Warrant
 Zero coupon bond
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 Preferred Stock
GLOBAL INVESTMENT CHOICES
 International Bond Investing
 Eurobond
 Yankee bonds
 Foreign bonds
 International domestic bonds

 Equity Instruments
 Common Stock Classifications
 Acquiring Foreign Equities
 Purchase or Sale of American Depository Receipts
 Purchase or Sale of American Shares

 Direct Purchase or Sale of Foreign Shares

 Purchase or Sale of Global Mutual Funds or ETFs

 Special Equity Instruments: Options

 Warrants 11
 Puts and Calls
GLOBAL INVESTMENT CHOICES
 Futures Contracts
 Investment Companies
 Mutual funds (Open-ended & Close ended)
 ETF

 Investment companies by types of instruments acquired

 Money Market Funds
 Bond Funds
 Common Stock Funds
 Balanced Funds
 Index Funds

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GLOBAL INVESTMENT CHOICES
 Real Estate
 Real Estate Investment Trusts (REITS)
 Construction and development trusts
 Mortgage trusts

 Equity trusts

 Direct Real Estate Investment

 Raw Land
 Land Development

 Rental Property

 Low-Liquidity Investments
 Antiques
 Art
 Coinsand Stamps 13
 Diamonds
COVARIANCE

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COVARIANCE

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CORRELATION

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CORRELATION

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