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Click here to read this on StonyFinLab.org
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Interesting Resources We Found for You
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1. S&P Indices versus Active SPIVA Scorecards: U.S. Year-End 2024 (S&P Dow Jones Indices): [Click here]
In an environment characterized by large-cap dominance, it was not surprising to see that a majority of actively managed equity funds underperformed their assigned benchmarks in 2024. Fixed income managers had a mixed year, with pockets of high outperformance.
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2. Macro Pulse: Choosing Action over Distraction (Global Market Strategy): [Click here]
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A changing global economic landscape is promoting capitalintensive investment across asset classes and geographies. Taken at face value, this is an environment that is highly constructive for investor opportunity but may require significant portfolio change.
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3. Two Policy Risks in the Spotlight (Northern Trust Asset Management): [Click here]
The combination of domestic political gridlock and ongoing global trade tensions requires investors to be disciplined about portfolio strategy and maintain flexibility to adjust their risk stance as new information emerges.
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4. Shaping the UK’s Future through Private Markets (M&G Investments): [Click here]
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With decades of underinvestment in UK real assets–from housing to healthcare and infrastructure–investors can tap into the opportunity to drive regeneration and growth. Taking a holistic approach to local investment could maximise social outcomes and create value for communities and investors.
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5. Macro Insights Q1 2025: Short-Term Volatility vs. Long-Term Impact (Fisher Investments): [Click here]
The global economic expansion and equity bull market are expected to continue in 2025. While the U.S. presidential inaugural year may bring variability, the potential impact of tariffs is likely overestimated, and a tight Congress may limit President Trump's ability to implement significant changes. In Europe, sentiment remains low, providing considerable potential for upside surprises, and equity leadership may shift from U.S. large growth companies to less-favored areas such as non-U.S. and value stocks.
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Join us for this quarter's Macro Pulse Webinar as we answer key questions: what is the base case scenario for U.S. growth in 2025? How do policy changes affect the balance of risks for investors? How does high concentration in U.S. equity markets affect opportunities in international investments? What are the team’s high-conviction investment ideas for 2025? The webinar is on April 22, 2025
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The etf.com Awards honor the most influential, innovative, and impactful global players in the ETF industry. Our expert panel of editors and judges will capture and carefully analyze each nomination for their significant contributions to the ETF industry. The conference is on April 23, 2025
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Use CoinLedger.io to calculate your crypto taxes and get 10% off your tax report. [Click Here]
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Use Webull to start micro-investing and get 3-20 fractional shares. [Click Here]
Use Coinbase to get a $20 after you first trade of $20 or more in cryptos. [Click Here]
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Thanks to our members and volunteers (Wenjin Feng and Yuelin Peng) for contributions to this newsletter.
To share information or research with the community, submit it through "Share" below. We will include it if the content is deemed appropriate.
Support our efforts to make free and useful financial education content by donating to @stonyfinlab via Venmo!
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Stony Finance Lab is a community-driven finance network that aims to promote personal financial responsibility and helps the community to achieve financial confidence and financial independence through life-long learning. The emails are to distribute news and information on finance research, events, jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All emails are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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