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Pages:
9 pages/β‰ˆ2475 words
Sources:
Check Instructions
Style:
MLA
Subject:
Accounting, Finance, SPSS
Type:
Research Paper
Language:
English (U.S.)
Document:
MS Word
Date:
Total cost:
$ 50.54
Topic:

Final Investment: SPSS Research Paper

Research Paper Instructions:

INSTRUCTIONS:
1) Please type your name on your essay, upload by Noon Saturday May 15.
REMEMBER, …This is ONLY YOUR work on the EXAM … You may discuss approach / concepts with others, however, by submitting this exam essay you are following Brandeis Academic Honesty Guidelines. Breathe
2) REMEMBER that our Latte page has lots of reports, articles, links, and information (along with material that I have emailed to you) regarding the economy, markets, and economic outlook. Now, it is time for you to step back and think about our complicated and challenging worlds that seem to be improving with the Covid vaccines. The class latte site provides lots of background research material for your Investment essay (and Kaiser Health links) it is time to step back and tell us your framework, your approach/perspective, and your investment story. The suggested structure is outlined below and on latte. However, you may use your own organization. Remember to be specific and provide numbers.
ONLINE TAKE HOME Investment ESSAY -- 6 pages single-spaced, 2,500 words with exhibits (the numbers, tables, graphs), UPLOAD on latte
After graduating Brandeis each of you will be given $5,000,000. Your math / business / economics degree pays off. Where will you invest your money and Why? What might change ONE year after the New Biden- Harris administration & COVID Vaccines and THREE years after Biden-Harris administration has been in office (before the 2024 election)? Not to mention leaders of our world economies. How will possible changes in our political economy affect your portfolio allocations – your scenarios?
OH, this is like my first investment class in February at Brandeis (RP 1) and forum where I had to explain my General Outlook for world economy, with specific numbers, economic assumptions for each region (growth, interest rates, inflation, unemployment, financial markets for Asia, US, Europe). NOW after THREE MONTHS of classes, I must revisit the original question
WHERE and WHAT to invest in over the coming three years? What are my expected returns / downsides? And WHY?
Describe your Specific portfolio investment allocations (percentage % of Bond, Equity, Real Estate, Commodities, cash) with countries…and sector preference and expected returns (numbers/table). Remember Ezra’s presentation about changes over time in sector / country returns and REMEMBER to mention your (One or Two) specific investments (valuation analysis of industries / stocks) and what might CHANGE over three years?
This is YOUR INVESTMENT summary of economy, politics, Covid, markets, and your investment approach over the next three years.
YES, you must write your view of the world and markets in five - six pages! (approximately, 2500 words, single spaced). Luckily, you have notes, LOTS of latte resources, and information, so you are well prepared for this essay. REMEMBER write about what you know or feel comfortable with.
See the suggested sections below, or you may use your own structure. Remember that your essay should be is easy to read and understand. Look at The Economist, Financial Times, and investment reports that I have pointed you towards in the class (Northern Trust, JPMorgan-Chase, etc.):
• Executive summary (two paragraphs)
• Your investment philosophy / framework and approach towards investing over the next three years.
• Political / Economic / Market Assumptions: Qualitative and Quantitative:
with NUMBERS (1 year after election (2021), 3 years later (2024)) with possible changes for at least Two regions of world. BE SPECIFIC in terms of numbers and assumptions (explain with exhibits / tables) and possible scenarios
• General Outlook summary (for at least Two regions of world)
• Investment allocations: Securities, Sector and Country (changes over time, (one year and three years with numbers and percentages, Table)
• Specific Investment Opportunities (Company / industry):
your favorite investment and why with some explicit valuation and analysis of your preferred investment (maybe something from the market watch game)
• Concerns / Questions (upside and downside)
Conclusion / Summary
This is a challenging essay and requires thought and time to think through various possibilities, surprises, and changes in our worlds. This is what economists, market analysts, and investors spend their lives thinking about. And yes, we will be wrong, we will miss something big, and we will learn. Your logic, explanations matter.
Good luck! Enjoy the summer & STAY SAFE

Research Paper Sample Content Preview:
Student’s Name
Instructor’s Name
Course
Date
Investment Research
Executive Summary
The global stock market is decreased in this pandemic situation. It will result in the improvement in some markets that will create benefit by doing an attractive valuation. As an investor, it is vital to observe the short-term fluctuation of prices and look for opportunities to increase the equity positions when the prices are falling. The structural trends are essential. For a very long time, the interest rates and bond yields both are likely to remain low. The expected returns from the bonds are near about zero, and investors would like to shift to other assets where the risk is minimum. The transformation from the bond markets to other alternative investments also comes with changes in the economy, which generates some opportunities in the equity markets.
It is better to invest in companies that yield high profits, low variability, and limited debts. The improvement in digitization and technological innovations involves the 5G and artificial intelligence. It can improve the communication system and also the data generation process. Also, innovation in health care includes the capital expenditure that can help to improve the healthcare facility. In this pandemic situation, the most growing sector is healthcare rather than the rest of the sectors of the economy. The global pandemic has created such a situation where this trend is accelerating and improving in the future. This situation also creates awareness among the people about the importance of the healthcare sector. It is also true that this sector is also needed to rapid progress globally, especially in some particular regions of different countries, mostly in developing and underdeveloped nations.
Introduction
As a dynamic investor, it is pretty risky to invest because healthcare will come with innovations. Innovations are not always come with a positive outcome. Rather than invest in the innovation sector, I would like to invest in the stocks of leading companies in the healthcare sector by diversifying funds.
Advancements in technology can help to improve the quality of health care. The improvements in healthcare include product research and development. New medical treatments and facilities are constantly increasing. The management of treatments, care centers become more efficient by using the data optimally. The fear among the people about new diseases create the expectation to improve the different areas in healthcare sectors in different regions related to hygiene, vaccine, testing and prevention, diagnostics, etc. mainly as an investor; I would like to choose the stocks of the companies which are showing good progress as well as developing potential treatments and vaccines for COVID-19.
The risks related to healthcare sectors include – the high expenses for treatment in the US which creates a continued pressure on the lowering cost in the healthcare system.
In high uncertainty and development of structures, quality stocks are a good choice for investment. The companies that hold a solid financial performance and earnings growth with limitations in growth variability create a high demand for their equities. The stocks can provide returns hig...
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