INSIGHTS

Investment Landscape

4th Quarter 2021 Investment Landscape

Some important developments occurred in the third quarter of 2021. During the Verus 4th Quarter 2021 Investment Landscape webinar, we discussed: The broad-based U.S. labor shortage, and why we believe this may be a permanent rather than a temporary problem Stubbornly high inflation and the increasing risk that supply chain disruptions could keep prices elevated… More

October 2021

3rd Quarter 2021 Investment Landscape

Some important developments occurred in the second quarter of 2021. During the Verus 3rd Quarter 2021 Investment Landscape webinar, we discussed: The successful but arguably unbalanced U.S. economic recovery, and some unintended side effects of vast government spending programs. Rising prices, and why we believe the dynamics of recent price increases still suggest transitory inflation.… More

July 2021

2nd Quarter 2021 Investment Landscape

April 2021

1st Quarter 2021 Investment Landscape

January 2021

4th Quarter 2020 Investment Landscape

October 2020

3rd Quarter 2020 Investment Landscape

July 2020

2nd Quarter 2020 Investment Landscape

May 2020

1st Quarter 2020 Investment Landscape

January 2020

 
 
INVESTMENT MANAGERS