Assume you are working for a bulge-bracket investment firm and you have been just approached by a wealthy client. The client, Mr. John, has a significant savings of $10 million as of 31st March 2016.
Mr. John is closely following the crude oil prices and would like to make money from the volatility of the oil prices. Specifically, he thinks that a steep fall of crude oil prices in the recent years may have opened investment opportunities. However, Mr. John is not sure which financial market within Australia is likely to give him the best return without taking huge risk.
Mr. John would like to consult your team on your views, analysis and suggestion on whether he should invest in money market, bond market or equity market and for how long.
As a team, you need to draft a report and make appropriate recommendations to Mr. John, i.e., whether you expect money market, bond market, or equity market to outperform. You also need to provide your indicative investment horizon period.
Due Date: 22 May 2016
Word count: 2,000 words (excluding appendix, references, tables and figures).
IMPORTANT: Refer to the information on the Course site for complete assessment details
There are key sources you should consult to assist you to find information for your research. These key sources include the following:
Jesson, Matheson and Lacey (2011, p. 165 - Doing your literature review: traditional and systematic techniques) provide the following definitions:
Traditional narrative literature review - 'A research method which involves reviewing published and unpublished material. It usually begins with a rationale for the review and is written in a narrative style'
A few of the key initial steps in conducting a literature review include:
The Student Engagement Unit (formerly the Learning and Teaching Unit LTU) has produced a guide which provides a quick introduction on how to produce a traditional review. This is a useful resource and includes how to begin, write and structure a literature review.
You might find other Library help about Literature Reviews are useful. Be aware that some aspects are specific to Health or Social Sciences and may not be relevant for Literature Reviews in Business.
It is important before you begin your research to plan your search. You can't search by just typing a sentence into the Library catalogue, databases or Google Scholar.
Once you decide on your research question/business problem or issue you will need to deconstruct it for keywords, concepts and ideas. You will need these keywords to effectively search in the Library catalogue and databases.
Watch - Think. Plan. Discover. Why Keywords Matter (1 min 30 sec) for some tips about choosing keywords and searching for information.
You can combine your keywords using OR, AND and NOT.
For phrases use double quotes. i.e "oil prices". This will search for both of the words together.
Truncation, wildcards and phrases:
* will commonly search for endings of a word. i.e market* will find market, markets, marketed, marketing, marketplace etc
? will commonly find words spelled in a different way. i.e organi?e will find organise and organize.
IMPORTANT: Please note that all databases are slightly different. Refer to the How to guides below for more detail.
You need to use Harvard-UniSA style referencing for your assignments.
For further assistance with the Harvard-UniSA referencing style look at the Roadmap to Referencing online guide
The U.S. Energy Information Administration (EIA) collects, analyzes, and disseminates independent and impartial energy information encouraging sound policymaking, efficient markets, and public understanding of energy and its interaction with the economy and the environment. Useful sections of the website include:
The major articles for your assessment are accessible from your course site e-reader.
The Library Catalogue is a search tool that enables you to find relevant information on any topic from the Library’s collection of print and electronic books, journals and theses, together with journal and newspaper articles from numerous academic databases. You can access the Catalogue from the Library homepage.
Catalogue search example:
"oil prices" AND "stock market"
Tip: Limiting your search will help you to retrieve more relevant results
By limiting by peer review you may exclude industry data so you will need to review your results.
Remember to evaluate your search results
You can search databases to find quality journal articles on your topic. To find which databases are best suited to your subject area, go to the Database subject list, and select the + next to the Business and Management heading. For this course choose the Finance databases.
Most databases have a limiting feature which will allow you to retrieve items published within a particular year or year range e.g. 2011-2016.
NOTE: Most of the databases can be accessed from outside the UniSA computer network by entering your UniSA network username and password. Some databases and journals require different passwords. These can be accessed from the specific Database page.
Business Source Complete is a large international database which includes many premium peer-reviewed, business related journals and indexing and abstracts for the most important scholarly business journals, dating back as far as 1886.
Content covers the areas of management (including arts and cultural management, human resource management and sport and recreation management), marketing, economics, finance, accounting, international business and tourism. It's also a good source of company information and country economic reports.
Just enter your keywords into the search box to start searching.
You can limit your search to retrieve only peer-reviewed articles by ticking the Scholarly (Peer-Reviewed) Journals option. You can also limit your search by date range if you would like to.
For more help with searching Business Source Complete, please see these short videos.
Remember to evaluate your search results
You may also find suitable academic references for your topic using an internet search engine such as Google Scholar. Google Scholar searches only within academic or scholarly sites, rather than over the whole internet like a regular Google Search.
For more information on using Google Scholar, visit our guide:
To use the advanced search option select the down arrow in the search box. You can use many of the same search strategies you use to search the catalogue and databases to search Google Scholar.
Google Scholar Search Example: "oil prices" AND "stock market"
Use double quotes around "oil prices" in the with all of the words field to force a phrase search.
Access Google Scholar from the A-Z Database page to access the full text of our subscription materials.
Remember to evaluate your search results
The Company and Industry Information Guide can help you
Here are links to some of the pages you may find useful:
Searching for company and industry information?
Try IBIS world!
IBIS contains a profile of each of the top 2000 Australian companies, including information about operating and legal structires, financials, personnel, industries of involvement and service providers.
IBIS also contains detailed reports analysing selected Australian industry sectors. For example type the word finance in the top left hand search box to finance industry related reports.
Some international company and industry information is available by selecting the Global Industry Research button.
Tip: You will need to take note of the access details from the library catalogue online link to access the database.
Can't find what you are looking for try some other suggestions on the Company and industry information guide.
Direct export for EndNote
Direct export allows you to mark items in a database or catalogue, then export them directly into your EndNote library. Many databases now have this feature.
See the PDF file below for detailed information on exporting from specific databases.
Always check the results of your direct exports for reference type, field data and completeness.
If you need more help try one of these options: