Books | Conference and other papers | Country reports | Journals | Newspapers and magazines | Background data
Economist Intelligence Unit: Country reports (referenced in SA7, Unit 9)
The Economist Intelligence Unit provides leading country analysis and forecasts. IFoA members and full students can access the latest reports as received for the following countries after member login to the IFoA website:
- China
- France
- Germany
- Japan
- United Kingdom
- United States
You need to be logged in as a member to view the reports of each of these countries on this page.
The reports are for the latest month only. Reports are for non-commercial educational use by members of the Institute and Faculty of Actuaries. The terms and conditions of supply are at http://www.eiu.com/public/terms.aspx This arrangement is managed by the library service, please email libraries@actuaries.org.uk with any enquiries.
The Economist: The World in 2021
Sources on recent world and regional trends affecting investment The Economist's annual survey for the year ahead offers points of interest and background to support study of investment issues, its outlook from last year can be considered in retrospect too. The Economist now makes this annual print magazine available as an ‘App’ for purchasers, but selected articles of the latest edition are available at https://www.economist.com/the-world-in-2021
Students may wish to follow up as additional background reading the following books referenced in units (indicated below) in SA7 Core Reading. Some of the books below are not available on-line but you may request to borrow them from: libraries@actuaries.org.uk or via title links below to book details on the IFoA Library catalogue:
- Active portfolio management: a quantitative approach for providing superior returns and controlling risk. 2nd ed. Grinold, Richard C. and Kahn, Ronald N. ISBN 9780070248823. (SA7, Unit 9)
(Borrow from libraries) - An essay on the principle of population. Malthus, T. 1798. (Library of Economics and Liberty online reprint) (background reading for SA7, Unit 8)
- A Farewell to Alms: a brief economic history of the world. Clark, Gregory. Princeton University Press, 2007. ISBN 978-0691141282. (SA7, Unit 8)
(Borrow from libraries) - Common sense on mutual funds: new imperatives for the intelligent investors. Bogle, John C. - John Wiley, 1999, ISBN 0471295434. (SA7, Unit 10).
(Borrow from libraries) - The intelligent investor: a book of practical counsel. 4th ed. Graham, Benjamin. - Harper & Row, 1991. ISBN 0060155477 (SA7, Unit 10).
(Borrow from libraries) - The little book of market wizards: lessons from the greatest traders. 4th ed. Schwager, Jack. - John Wiley, 2014. ISBN 9781118858622 (SA7, Unit 10).
(Access ebook after member login via Athens) - The mind in action. Berne, Eric. New York, 1947, reprint Grigson Press, 2011. ISBN 9781447425731. (SA7, Unit 10)
(Borrow from libraries) - The new trading for a living: psychology, discipline, trading tools and systems, risk control, and trade management. Elder, Alexander. - John Wiley, 1991. ISBN 9781118963685. (SA7, Unit 10).
(Borrow from libraries) - The psychology of risk: mastering market uncertainty. Kiev, Ari. - John Wiley, 2003. ISBN 9780471463184 (SA7, Unit 10)
(Access ebook after member login via Athens) - A random walk down Wall Street: the time-tested strategy for successfull investing. Malkiel, Burton G. - W.W. Norton, 2006. ISBN 9780470593219 (SA7, Unit 10).
(Borrow from libraries) - Reminiscences of a stock operator: with new commentary and insights on the life of Jesse Livermore. John Wiliey, 2010. ISBN 9781946963062 (SA7, Unit 10)
(Access ebook after member login via Athens) - Security analysis: principles and technique. 6th ed. Graham, Benjamin and Dodd, David L.; 6th ed. Contributions by S Klarman et al. - McGraw-Hill Education, 2008. ISBN 9780070140653 (SA7, Units 9, 10)
(Borrow from libraries) - Technical analysis of the financial markets: a comprehensive guide to trading methods and applications. 2nd ed. Murphy, John J. - New York Institute of Finance, 1998 . ISBN 0753200661. (SA7, Units 9, 10)
(Borrow from libraries) - Trade like a stock market wizard: how to achieve superperformance in any market. Minervini, Mark. - McGraw-Hill Education, 2013. ISBN 9780071807227 (SA7, Unit 10).
(Borrow from libraries)
Listed below are selected papers referenced in Units in SA7 Core Reading with others suggested for background information:
- The behaviour of individual investors. Barber, B.M. and Odean, T. 2011. (referenced in SA7 Core Reading, Unit 1)
https://ssrn.com/abstract=1872211 or http://dx.doi.org/10.2139/ssrn.1872211 - Economic scenario generators: a practical guide. Pedersen, H et al. Society of Actuaries. 2016. (SA7 Core Reading, Unit 11)
- Economic scenario generators: lessons learned from history. IFoA Extreme Events Working Party. IFoA GIRO Conference, 19 September 2016. (SA7 Core Reading, Unit 11)
- Economic scenario generators: lessons learned from history. IFoA Extreme Events Working Party. IFoA Life Conference, 10 November 2016. (SA7 Core Reading, Unit 11)
- Narrative economics. (Cowles Foundation Discussion Paper; CFDP 2069) Shiller, R.J. 2017. (SA7 Core Reading, Unit 1)
https://cowles.yale.edu/publications/cfdp/cfdp-2069 - The practicalities of budget managing and monitoring investment risk for pension funds. Mike Brooks, David Bowie et al. Institute of Actuaries and Faculty of Actuaries Finance and Investment Conference 2001 (SA7 Core Reading, Unit 11)
- Annals of Actuarial Science
- Bank of England Quarterly Bulletin
(Bank of England: https://www.bankofengland.co.uk/quarterly-bulletin/quarterly-bulletins) - Journal of Financial and Quantitative Analysis
(University of Washington: http://depts.washington.edu/jfqa/) - Journal of Financial Economics
(Elsevier: http://www.elsevier.com/locate/jfec).
You can access the following journals after member login via Athens and use the Actuarial Knowledge Hub to search articles. Contact the libraries for a login:
- Journal of Risk and Insurance (Wiley Online library)
- Journal of Risk Management in Financial Institutions (MetaPress)
- Risk Management and Insurance Review (Wiley Online library).
- The Economist
(The Economist Newspaper Ltd: http://www.economist.com/) - Financial Times
(http://www.ft.com/) - Investors Chronicle
(http://www.investorschronicle.co.uk/) - Professional Investor
(CFA Society of the UK: https://www.cfauk.org/pi).
- Bank of England
www.bankofengland.co.uk - Debt Management Office
www.dmo.gov.uk - Euronext.Liffe
www.euronext.com - FTSE Russell
www.ftserussell.com - HM Treasury
https://www.gov.uk/government/organisations/hm-treasury - London Stock Exchange
www.londonstockexchange.com
You might also like
-
Advice from Education Actuary, Helen Gregson
Contact Details
For any library enquiries please contact:
We try to respond to email queries within one working day. Researcher access to historical resources may require notice in advance of visit in order to retrieve items from storage.
Filter or search events
Events calendar
-
Pensions Winter Forum: Corporate Transactions
25 January 2022
Over recent months there has been a sharp rise in M&A activity involving British businesses, with interest from overseas, domestic buyers and Private Equity investors. -
Frank Redington is recognised as one of the most influential actuaries of all time. In this talk, Craig will review some of Redington's most important ideas. He will identify the consistent actuarial principles that form a common thread across the contributions Redington made to a broad range of actuarial fields, and will highlight the ongoing relevance of Redington's thinking to 21st century actuarial practice.
-
The IFoA Mental Health working party look back over their week of blogs and podcasts considering all aspects of the relationship between mental health and life insurance. The expert panel spans adviser, underwriter and actuarial experience and they explore triggers for purchasing insurance relating to mental health, the various routes to insurance and how these may be more suited to different people depending on their conditions and preferences, the products and processes involved in purchasing these as well as what claims and support are available to policyholders and how to access them.
-
Part of the 'Finance in the Public Interest 2022' webinar series. If it was ever okay to consider your business in isolation from its surroundings, today it most definitely is not. Thinking about business within its surrounding system is now a necessity. The question we seek to discuss is: How should we prescribe the boundaries in which we consider problems to enable us to create better products and more resilient companies and systems?
-
ARC Webinar - The next generation of CDC pensions? Analysing a post-retirement retirement vehicle
18 February 2022What will happen to DC pension savers who see life annuities as poor VFM but still want an income for life? Pooled annuity funds could offer them a decent lifetime income while reducing significantly the complex choices and risk inherent in income drawdown. They could be the next generation of CDC pension schemes, slotting into the existing DC framework as a post-retirement option.
-
ARC Webinar Series 2022 - Lifting the lid on intergenerational investment risk-sharing
24 February 2022Investment risk-sharing is a fundamental part of whole-life collective defined contribution (CDC) pension schemes, such as the Royal Mail CDC. But how does investment risk-sharing benefit members? And does it favour some groups of members over others?
Over recent months there has been a sharp rise in M&A activity involving British businesses, with interest from overseas, domestic buyers and Private Equity investors.