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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. Alternative Opportunities Quarterly Update: Q2 2025 (Invesco): [Click here]
Invesco remains neutral on how we’re allocating risk within our alternatives portfolio due to elevated downside growth risks, high equity valuations, and benign capital markets activity.
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2. De-Escalation following Escalation (Candriam): [Click here]
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The global economic cycle is not ending yet – it is reshaping. Following a volatile first quarter and trade escalation at the start of April, May 2025 shows de-escalation amid numerous trade tariff headlines.
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3. Sunrise on Venus - A New Dawn for International (Ex-U.S.) Equities (Orbis Investments): [Click here]
Venus goes 117 days—or nearly four months—between sunrise and sunset. The U.S. stock market enjoyed a much longer day in the sun in the years following the Global Financial Crisis, while investors in international (ex-U.S.) markets endured a prolonged period of darkness.
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4. Global Private Markets Annual Report 2025 (McKinsey & Company): [Click here]
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Conditions are likely to remain uneven for private markets. At the time of this report’s publication, geopolitical instability and changes in trade policy are emerging as critical challenges for managers and investors.
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5. The U.S. Labor Market: Caution or Confidence? (MetLife IM): [Click here]
MetLife IM investigates the details of the U.S. labor market for signs of weakness.
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In this exclusive IFoA webinar, we’ll unpack the latest ILS structures making waves in the market. And we’ll explore the key drivers behind growing interest from both cedants and capital markets. The webinar is on June 09, 2025
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Following the success of its recent Data, AI and the Future of Financial Services Summit, City and Financial Global is pleased to give you advanced notice of the next edition of this important event, which will take place in Central London on 2 April. The conference is on June 09, 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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