Annual Outlooks

2022 Real Assets Outlook

For the first time in decades, high inflation has emerged and is creating challenges for consumers and investors. We believe inflation will likely begin falling later in 2022, though notable inflationary and deflationary forces are in play, and it is difficult to gauge which of these forces will have greater impacts. While inflation remains the… More

May 2022

2022 Active Management Environment

We are pleased to release the Verus 2022 Active Management Environment, which can be accessed with the link below. Active manager dispersion has been very wide recently, as the pandemic-induced global recession and subsequent fast-paced recovery resulted in considerable economic divergence. Global markets have delivered a strong recovery, as economic activity expanded, corporate earnings grew… More

March 2022