The long good buy : analysing cycles in markets / Peter C. Oppenheimer
- Bib ID:
- 8413352
- Format:
- Book
- Author:
- Oppenheimer, Peter C, author
- Online Access:
- http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=2436374
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- Description:
-
- Chichester, West Sussex, United Kingdom : John Wiley & Sons, 2020
- 1 online resource () : illustrations (some color).
- ISBN:
-
- 9781119689003 (epub)
- 1119689007 (epub)
- 1119688981 (adobe pdf)
- 9781119688983 ((electronic bk.))
- Invalid ISBN:
- 9781119688976 (hardcover)
- Full contents:
-
- Cover
- Title Page
- Copyright Page
- Contents
- Acknowledgements
- About the Author
- Preface
- Introduction
- Part I Lessons from the Past: What Cycles Look Like and What Drives Them
- Chapter 1 Riding the Cycle under Very Different Conditions
- Chapter 2 Returns over the Long Run
- Returns over Different Holding Periods
- The Reward for Risk and the Equity Risk Premium
- The Power of Dividends
- Factors That Affect Returns for Investors
- Market Timing
- Valuations and Returns of Equities versus Bonds
- The Impact of Diversification on the Cycle
- Chapter 3 The Equities Cycle: Identifying the Phases
- The Four Phases of the Equity Cycle
- Mini/High-Frequency Cycles within the Investment Cycle
- The Interplay between the Cycle and Bond Yields
- Chapter 4 Asset Returns through the Cycle
- Assets across the Economic Cycle
- Assets across the Investment Cycle
- The Impact of Changes in Bond Yields on Equities
- The Point of the Cycle: Earlier is Better
- The Speed of Adjustment: Slower Is Better
- The Level of Yields: Lower is Better
- Structural Shifts in the Value of Equities and Bonds
- Chapter 5 Investment Styles over the Cycle
- Sectors and the Cycle
- Cyclical versus Defensive Companies
- Value versus Growth Companies
- Value, Growth and Duration
- Part II The Nature and Causes of Bull and Bear Markets: What Triggers Them and What to Look out For
- Chapter 6 Bear Necessities: The Nature and Shape of Bear Markets
- Bear Markets Are Not All the Same
- Cyclical Bear Markets
- Event-Driven Bear Markets
- Structural Bear Markets
- Interest Rate Cuts Have Less Impact on Structural Bear Markets
- Price Shocks: Deflation Is a Common Characteristic
- Belief in a New Era/New Valuations
- High Levels of Debt
- Equity Market Leadership Becoming Narrow
- High Volatility
- The Relationship between Bear Markets and Corporate Profits
- A Summary of Bear Market Characteristics
- Defining the Financial Crisis: A Structural Bear Market with a Difference
- Finding an Indicator to Flag Bear Market Risk
- Typical Conditions Prior to Bear Markets
- A Framework for Anticipating Bear Markets
- Chapter 7 Bull's Eye: The Nature and Shape of Bull Markets
- The 'Super Cycle' Secular Bull Market
- 1945-1968: Post-War Boom
- 1982-2000: The Start of Disinflation
- 2009 Onwards: The Start of QE and the 'Great Moderation'
- Cyclical Bull Markets
- Variations in the Length of Bull Markets
- Non-trending Bull Markets
- Chapter 8 Blowing Bubbles: Signs of Excess
- Spectacular Price Appreciation . . . and Collapse
- Belief in a 'New Era' . . . This Time Is Different
- Deregulation and Financial Innovation
- Easy Credit
- New Valuation Approaches
- Accounting Problems and Scandals
- Part III Lessons for the Future: A Focus on the Post-Financial Crisis Era
- What Has Changed and What It Means for Investors
- Notes:
-
- Includes bibliographical references and index.
- Description based on online resource; title from digital title page (viewed on May 12, 2020).
- Reproduction:
- Electronic reproduction. Ipswich, MA Available via World Wide Web.
- Subject:
- Other authors/contributors:
- EBSCOhost
- Copyright:
-
In Copyright
You may copy under some circumstances, for example you may copy a portion for research or study. Order a copy through Copies Direct to the extent allowed under fair dealing. Contact us for further information about copying.
Copyright status was determined using the following information:
- Material type:
- Literary Dramatic Musical
- Published status:
- Published
- Publication date:
- 2020
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