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Financial Markets 2017/2018

  • 5 ECTS
  • Taught in Portuguese
  • Both continuous and final Assessment

Objectives

After concluding this course the student should:
1. Describe the organization and functioning of the financial markets
2. Apply the fundamental models of portfolio analysis and management
3. Characterize the different financial products and its forms of evaluation, in particular, stocks, bonds and derivatives.

Recommended Prerequisites

Monetary and Financial Economics, Statistics

Teaching Metodology

Expositive method, with cases presentation and exercises solving, trying to stimulate the students participation in classes and in the discussion of the different topics.
Use of active methodologies, namely "think pair share" activities and group quizzes.

Body of Work

1.Market segmentation and trading in stock exchanges
2.Portfolio theory and market equilibrium
2.1 Decision under uncertainty
2.2 Expected return and risk, choosing the optimal portfolio and the Capital Asset Pricing Model (CAPM)
3.Some notions about financial assets analysis and evaluation
3.1 Equities - evaluation and multiples
3.2 Bonds
3.3 Futures and Options

Recommended Bibliography

Afonso, António e outros, “Introdução à Economia Financeira – Teoria e exercícios”, 2016, 2nd edition, Escolar Editora, caps. 1 a 6 e caps. 8, 9 e 13.

Abreu, Margarida e outros, “Economia Monetária e Financeira”, 2012, 2nd edition, Escolar Editora, caps. 3 a 5 e 7.

Pires, Cesaltina, “Mercados e Investimentos Financeiros”, 2013, 3rd edition, Escolar Editora.

Pinho, Carlos e Soares, Isabel, “Finanças – Mercados e Instrumentos”, 2008, 2nd edition, Edições Sílabo.

Bodie, Zvi; Kane, Alex and Marcus, Alan, “Investments”, 2013, McGraw-Hill, 10th edition.

Complementary Bibliography

n.a.

Weekly Planning

Week 1:
Presentation
Week 2, 3:
1.Market segmentation and trading in stock exchanges
Week 4, 5, 6, 7 e 8:
2.Portfolio theory and market equilibrium
2.1 Decision under uncertainty
Week 9:
test
Week 10, 11, 12:
2.2. Expected return and risk, choosing the optimal portfolio and the Capital Asset Pricing Model (CAPM)
Week 13:
3.Some notions about financial assets analysis and evaluation
3.1 Equities - evaluation and multiples
Week 14:
3.2 Bonds
Week 15:
3.3 Futures and Options

Demonstration of the syllabus coherence with the curricular unit's objectives

The curricular unit’s syllabus are suited to the objectives and are developed according with the evolution on learning, being adapted to the different sections of the proposed syllabus. Chapter 1 contents contribute directly for objective 1. Chapter 2 of the syllabus is strongly associated to the second objective whereas the third objective is persecuted trough the approach given in chapter 3.

Demonstration of the teaching methodologies coherence with the curricular unit's objectives

The theoretical approach of the contents, together with actual and up-to-date examples allow the students to describe the organization and functioning of the financial instruments and markets. The connection and interdependence between the theoretical approach and its practical use, namely with the usage of active methodologies, allows to increase the students' awareness for finance and for financial markets functioning in general.

relevant generic skillimproved?assessed?
Achieving practical application of theoretical knowledgeYesYes
Adapting to new situationsYes 
Analytical and synthetic skillsYesYes
Event organization, planning and managementYes 
Problem-solvingYesYes
Research skillsYes 
Self-assessmentYesYes
Written and verbal communications skillsYesYes
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