Thematic Investing - Consumption Megatrends Affecting The Global Economy

RM249.00

Level

  • Refresher

 

Accreditation

  • 5 SIDC CPE points
  • 4 AICB CPD hours
  • 4 FIMM CPD points
  • HRDF SBL Claimable (Refer to FAQ for more info)

 

ICF Competency Type / Title / Level

  • Functional – Technical / Market Analysis / Level 2

 

Learning Outcome

  • Identify thematic investing as one of the investment strategies
  • Recognise consumption trends and investor trends leading to better investment decision
  • Recognise the benefits and risks of thematic investing

 

Course Synopsis

Thematic investing is an investment strategy identifying the long term economic, social and technological changes which sets the focus of investing in sectors, stocks or even countries most likely to benefit from these themes. One of the biggest theme or megatrend were the emergence of the consumption boom in the United States in the 1980s and 1990s by baby boomers. This megatrend brought an exponential growth in demand for various consumer goods and services, automobiles and homes in the United States and also fueled the growth of exporters of these goods from emerging countries.

Thus, identifying consumption megatrends that are affecting the global economy today will lead to better investment decisions in choosing the right companies in the right sector or country to invest in. It will also cover the challenges and risk of thematic investing.

Course Content

Total learning: 11 lessons / 5 quizzes Time: 1 hour
  • Downloadable Notes  0/1

    • 1.1
  • Thematic Investing  0/2

    • 2.1
    • Quiz2.1
  • Consumption Megatrends Affecting the Global Economy  0/8

    • 3.1
    • 3.2
    • 3.3
    • 3.4
    • 3.5
    • 3.6
    • 3.7
    • Quiz3.1
  • Investors' Trend  0/2

    • 4.1
    • Quiz4.1
  • The Risk of Investing based on Themes  0/2

    • 5.1
    • Quiz5.1
  • Summative assessment  0/1

    • Quiz6.1

Trainer

James Chin

James Chin is an experienced and multi skilled trainer specialized in investments, global markets, talent and human capital management embracing Industry 4.0, sales mastery and motivation. Prior to this, he was a Director at CIMB Private Banking and CIMB Principal Asset Management. He was previously a licensed Capital Market Services Representative (CMSR) holder for fund management from the Securities Commission of Malaysia.  James has been in the financial industry since 1997 within consumer banking, asset management and private banking where he has gained extensive knowledge on the global economic environment and has been exposed to various financial and investment instruments during his tenure in CIMB, ABN Amro, OSK, Prudential and Hong Leong. He has been an investment speaker on the financial circuit in Malaysia since 2003 and has conducted numerous trainings over the years. He won the Public Speaking competition during CIMB Group’s 2013 Regional Trainers Convention in Bali. He is also a HRDF Certified Trainer. His area of expertise includes various investments such as equities, bonds, unit trust and structured products; technological disruption in the financial industry, change management, sales and sales management, building a motivated team and powerful presentation techniques. He obtained his Master of Business Administration (MBA) from Wawasan Open University and is also an Institute of Chartered Secretaries and Administrators (ICSA) graduate.

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RM249.00

(SST included)

Includes

  • 5 SIDC CPE Points
  • 4 AICB CPD Hours
  • 4 FIMM CPD Points
  • HRDF SBL Claimable (Refer to FAQ for more info)