During the Verus 4th Quarter 2020 Investment Landscape webinar, we discussed: The surprisingly quick recovery in risk markets, despite a corporate earnings recession and considerable economic uncertainty. What election polls and betting markets are saying about the U.S. presidential election, and why we believe these numbers might not be telling the whole story. A surge… More
October 2020
During the Verus 3rd Quarter 2020 Investment Landscape webinar, we discussed: The progression of COVID-19 and ways in which the virus appears to be impacting global economies A surprisingly quick bounce back in risk markets, as investors may still be expecting a “v-shaped” recovery Deteriorating relations between the United States and China—a larger macroeconomic risk… More
July 2020
January 2020
October 2019
August 2019
April 2019
January 2019