The Investor's Guide to Economic Fundamentals

List of Tables.

Preface.

Acknowledgements.

PART I: ECONOMICS FOR INVESTORS.

Why Economic Growth Matters.

Business Cycle Fundamentals.

Is Inflation Dead?

The New Economy: Myth or Reality.

Understanding Central Banks.

Fiscal Policy.

Asset Prices and the Economy.

Globalisation and Capital Flows.

International Linkages.

Emerging Economies.

PART II: THE FUNDAMENTALS OF MAJOR ASSET CLASSES.

Money Markets.

Bond Markets.

Stock Markets.

Currency Markets.

Property Markets.

Emerging Markets Investments.

Commodity Markets.

PART III: SUMMARY AND CONCLUSIONS.

Summary: Economic Fundamentals and Market Performance.

Economic Fundamentals and the Investment Process.

Ten Years of Changing Fundamentals.

Useful Websites.

Glossary.

Index.