Session 1: Technical VS Fundamental Analysis

• The market leads – a study of price action

• Dow Theory - the cornerstone of modern Technical Analysis

• The use of information systems and live market data

• The range of charts – line, bar, point and figure

• Japanese Candlesticks techniques

Session 2: Trend Analysis

• Direction and classification

• Reversal or continuation - pattern recognition

• Gaps

• Breaking the trend

• Support and Resistance levels

Session 3: The Technical Tools

• Moving Averages - MACD

• Oscillators – RSI, Momentum, Stochastic

• The use of filters

Session 4: Applications for Fund Management

• The use of technical tools for entry and exit points

• Uses with Equity, Fixed Income, Currencies and Commodities

• Risk Management – when and when not to hedge

• Hedge Ratios – static and dynamic

• Matching the investment time horizon with the technical

• Elliott waves and Fibonacci retracements

Session 5: Analytics, Recommendation and Action

• The Analytical Approach

• Impartial reasoned assessment

• The 3 A’s – Appreciation, Application and Appropriate advice

• The importance of stop losses

• Using Orders – not at the desk, but always in the market

Course Close