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Further Learning

Here we focus on Asset Classes (Equities).  

Asset Class - Equities

An Introduction

Equities are shares, and they can be:

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(1 ) Listed Equities (tradeable on stock exchanges)

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(2) Private Equities (privately held)

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They come in many shapes and sizes.

 

Those that are tradeable on stock exchanges include the shares of mega-cap and large-cap companies, being those with the greatest stock market share-valuation. The shares of small-cap and micro-cap companies are also seen to be tradeable, but quite often it can be difficult or impossible to buy or sell a large position, especially when there is a lack of demand from potential buyers.

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Many investors in private equity look to buy and hold for 5 years or more, so shares can be infrequently bought or sold. The exit strategy for many private equity investors may involve a planned private sale of the business or an IPO (initial public offering) sale, the latter resulting in a stock market listing.

Equities and Workplace Pensions​

 

Millions of individuals have holdings in equities through Workplace Pensions, such as NEST.

 

 

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NEST Corporation kindly provide a list of more than 2,500 companies, in which their Workplace Pension investors may have holdings. Below we show 5 of them with links, where further information can be found from the Financial Times or other sources:

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  1. Airbnb Inc

  2. BlackRock Inc

  3. Centrica PLC
  4. Domino's Pizza Inc

  5. eBay Inc

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Through the Financial Times links, information about many other companies can be found. Perhaps you can guess which Nest sector screen applies to each of the 5 shown above?

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