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Finance and financial markets

Explore material on financial services, investment analysis, portfolio management and researching economic data and statistics.

Financial markets

Find information on investment analysis and portfolio management.


Investment portfolio management

Our selection of articles and guides can help you identify best practices, techniques and tools to apply to your investment portfolio.

Stock markets

This page is a directory of UK, European and US stock markets with resources on other stock exchanges around the world. Here you can find share prices, trading data, news and guidance.

Commodity prices

Commodity prices are available from a range of sources - including international organisations, trade bodies, newspapers and commercial databases. On this page we highlight some of these sources to help you with your research.

Economic indicators

Data on activity in the economy and within industry sectors provide key indicators for analysing and forecasting growth and performance. On this page you can find quick links to a number of key macroeconomic indicators and economic statistics by sector.

Economic forecasts

A quick guide to economic forecasts for the UK and international markets.

Financial ratios

Financial ratios are used to measure and evaluate company performance by comparing items on financial statements. On this page you can find links to ratio calculators, guidance and formulas.

Key economic data

A series of useful guides to researching economic data and statistics.


Knowledge guide to base rates

The base rate is an interest rate set by banks as a benchmark for pricing loans. It’s frequently encountered in the home loans market; many banks and building societies offer base rate tracking mortgages. This knowledge guide will show you the best sources for base rates on the web and in the Library.

How can I find a beta value for a company or sector?

Beta values (often described as 'Beta coefficients' or 'Beta relatives') are used by some investors to measure the movement of a share and to help assess the risk involved when putting together an investment portfolio. In this guide we highlight the print and online sources available for beta values.

Knowledge guide to dividend information

Our in-depth guide to dividend information focuses on the sources for current and historic dividend payments including print sources held in the collection of the ICAEW Library and Information Service.

Knowledge guide to exchange rates

In our knowledge guide to foreign exchange rates we look at the best print and electronic sources for current and historical rates.

Knowledge guide to gilt prices

UK gilts are issued by HM Treasury and listed on the London Stock Exchange. On this page we list sources for UK gilt prices.

Knowledge guide to P/E ratios

Price/earnings ratios are used for many purposes, including: investment analysis, company valuation and client benchmarking. On this page we look at the sources available for P/E/ ratios.

Knowledge guide to share prices

This Knowledge Guide includes an in-depth guide to print and online resources on share prices.

Knowledge guide to RPI and CPI

An in-depth guide to the Retail Prices Index (RPI), the Consumer Prices Index (CPI) and selected international equivalents. The guide lists official and unofficial information sources in print and online.

Islamic finance

Explore sukuk, takaful, Islamic banking, accounting for Islamic finance and tax issues.


Understanding Islamic finance

The rapid growth in importance of Islamic finance to the UK has led to changes in the tax system, the creation of specialist qualifications and a new focus on legislative changes to support the development of Islamic financial products. On this page you can access a range of material that can help you understand the basics of Islamic finance.


Sukuk are financial certificates that provide an investor with proportionate beneficial ownership of an asset, and returns based on this ownership. They are commonly referred to as Islamic bonds and have proven popular as an alternative source of funding. On this page you can find out about the resources available from the ICAEW Library & Information Service to help you understand and explore the Sukuk market.


Takaful is a system based on mutual assistance which was approved by the Islamic Fiqh Council in 1985 as a Shari'a compliant alternative to conventional insurance. Commercial insurance is considered unlawful because it involves prohibited elements including maisir (gambling), riba (interest) and gharar (uncertainty). On this page you can find out more about Takaful and the latest forecasts for the sector.

Taxation of Islamic finance

The differing approaches to Islamic finance around the world has resulted in a lack of consistency between countries in the tax treatment of Islamic products. On this page we provide a selection of articles, books and guides summarising the current position and highlight some of the contributions to the ongoing discussion.

Accounting for Islamic finance

The accounting practices adopted by firms in the Islamic finance sector have not unexpectedly varied across the world, being largely dependent on the regulatory environment of each jurisdiction. On this page we highlight some of the articles, research papers and reports from the ongoing discussion on the application and development of accounting standards for Islamic finance.

Islamic banking

On this page you can access a range of articles, books and online resources providing an overview of the UK and global Islamic banking sector and news of recent developments.

Corporate finance

Access our extensive collection of corporate finance topic pages.


Business valuation

Find out more about best practice, techniques and tools for valuing a business.


Useful resources on floating or listing companies on the stock market.

Due diligence

Access a range of articles, books and online resources on the subject of due diligence.

Mergers and acquisitions

Access online and print resources covering M&A best practice and recent developments.

Private equity and buyouts

Library resources on private equity, management buy-outs and leveraged buy-outs.


Information on takeover bids and the legislation used to regulate and supervise takeovers.


Information on Basel II and III, credit unions and other financial activities.


Retail banking industry

Guide to researching the retail banking industry, covering high street banks. Quick links to trends, forecasts, market research, statistics and useful organisations.

Basel II and III

Basel II is the international framework for the assessment of international banks' capital adequacy. Basel III provides a regulatory framework targeting governance and risk management. On this page you can find articles, books and online resources providing news and analysis.

Credit unions

This business and industry guide provides a summary of information and resources available for research into the credit union sector, including links to market research reports, statistics, trade bodies and trade journals.


Resources covering Solvency II, the insurance industry and accounting for the sector.


Solvency II

Solvency II aims to create better levels of disclosure and transparency in the insurance sector. This page features articles, books and online resources providing guidance and analysis.

Accounting for the insurance industry

Accounting for the insurance industry is a specialist area that requires expertise and an understanding of the sector. On this page you can access a range of articles, books and online resources providing quick links to practical guidance and background knowledge, including the Statement of Recommended Practice on Accounting for Insurance Business.

Insurance industry

Guide to researching the life and non-life insurance industry. Quick links to trends, forecasts, market research, statistics and useful organisations.