Economics Explained
Connect economic ideas, data and policy to the way markets work.
FOLITIC / Investment Guide
Investment Guide
Understand the markets. Build your own view. Explore clear learning paths, practical lessons and tools for the independent investor.
Learn at your own paceFrom foundations to advanced researchWorked examples and practical exercises
Choose your direction
Start with a goal
A suggested sequence of lessons. Follow a path, or explore any guide at your own pace.
01Understand marketsConnect economic ideas to market behaviour.
02Build a portfolioMove from ownership to a considered allocation.
03Understand tradingLearn the mechanics before exploring strategies.
04Manage riskLook beyond returns to exposures, costs and protection.
The learning library
Find your next step
Explore all twenty guides, or find a specific lesson by subject and level.
Markets & foundations
Understand how economies and the major asset classes work.
Stocks Explained
Read businesses, understand financial statements and build a valuation process.
Bonds Explained
Understand yields, credit quality, duration and the role of fixed income.
Commodities Explained
Follow supply, demand and the forces behind physical commodity markets.
Forex Explained
Study currency drivers, market mechanics, position sizing and risk.
Crypto Trading Guide
Explore spot markets, onchain research, derivatives and trading discipline.
Derivatives trading
Study the contracts, payoffs, execution and risks before using leverage.
Options
Learn calls, puts, pricing, income strategies and portfolio protection.
Forwards
Study forward pricing, commercial hedging and counterparty exposure.
CFDs
Understand leveraged exposure, financing costs, execution and protection.
Warrants & Rights
Read contract terms, assess dilution and understand shareholder choices.
Hybrid Securities
Explore instruments that combine debt, equity and embedded options.
Investing in funds
Compare fund structures, costs, portfolio roles and due diligence.
ETFs
Compare ETF structures, strategies, costs, liquidity and portfolio roles.
REITs
Analyse property income, leases, financing, valuation and portfolio fit.
Mutual Funds
Assess fund mandates, share classes, fees, performance and management.
Closed-End Funds
Understand discounts, distributions, leverage and shareholder decisions.
Hedge Funds
Study strategies, fund terms, manager evidence and allocation risks.
Collective Funds
Explore pooled ownership, access, valuation, governance and selection.
Investment Trusts
Connect NAV, discounts, income, gearing and the research process.
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From learning to research
Put the ideas to work
Use a tool, test an assumption and record your reasoning.
01Economic CalendarPut economic releases in context.02ETF ComparisonCompare costs, portfolios and fund structure.03Currency ConverterExplore currency conversions and costs.04Research worksheetsUse a source log, decision journal and scenario worksheet.
Educational material supports independent research. It is not a recommendation or a promise of investment results.