Investment Management
Description
Assume you are an investment manager working for XYZ Investment Bank. Your client, a high net worth citizen wants to make a long-term £1m investment in the UK but needs expert advice before they can make their investment. The client is mainly interested in three UK subsectors: Automobiles & Parts, Banking and Construction& Housing and investment advice on one specific stock to pick from each sector.
Required
Using fundamental analysis, relevant investment theories and academic literature, write a 4000-word report giving advice to your client regarding investing in the UK(considering their requirements above) .
Your report should include:
• An analysis of the UK economic situation as at 20 August 2021
• A sectorial report on each of the three subsectors listed above
• An analysis and evaluation of three UK publicly listed companies in the above mentioned three sectors including an evaluation of their corporate social responsibility
o An evaluation of the firm’s financial statements to identify strengths and weaknesses, the competitive position of the company, profit margins and the dynamics of company earnings, the composition and liquidity of corporate resources (the company’s asset mix),the company’s capital structure (its financing mix) and a stock price based on one of the valuation models
• Advantages and disadvantages of investing in the UK, alternative investments, economic and investment outlook
Use recent academic literature and relevant data to support your writing.
