INSIGHTS

Insights

Insights from our investment professionals span a variety of topics and time horizons. Our Investment Landscape, published quarterly, reviews the global economy and capital markets with an intermediate to long-term perspective. Our Topics of Interest are white papers covering a variety of topics from a strategic standpoint. Viewpoints are more opinionated, editorial pieces on current issues or trends. And finally, our Annual Outlooks provide a strategic review of key asset classes, such as Real Assets, Hedge Funds and Private Equity, as well as the aggregate active management environment.

Register for Verus 1st Quarter 2022 Investment Landscape Webinar

The Verus quarterly Investment Landscape Webinar will be held on Thursday, January 27th at 10:00am (PST). Register for the call by clicking the following link: Register for Webinar

January 2022

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12/13/21 – 12/24/21 Capital Markets Snapshot

Click the link below for the Verus 12/13/21 – 12/24/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

December 2021

More Weekly Capital Markets Snapshot

11/29/21 – 12/10/21 Capital Markets Snapshot

Click the link below for the Verus 11/29/21 – 12/10/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

December 2021

More Weekly Capital Markets Snapshot

2021 November Capital Markets Update

Click the link below for the Verus 2021 November Capital Markets Update. Download the Verus Capital Markets Update

December 2021

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Integrating Active Return into Asset Allocation Modeling

Long-term asset class forecasts, or capital market assumptions, typically focus on the future performance of broad markets. However, most investors employ some combination of passive and active management in their portfolios. And active management is most often pursued with the expectation that returns will be different than that of the broad market (specifically, that “active… More

December 2021

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Verus 2022 Capital Market Assumptions

Some important developments occurred in the last year. During our 2022 Capital Market Assumptions webinar, we discussed: Market movements of 2021 and how these shifts have improved our long-term outlook The impact of rising inflation and interest rates on asset class expectations Our newly released forecasts for specific hedge fund styles, and forecasts for various… More

December 2021

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2022 Capital Market Assumptions Webinar

The Verus 2022 Capital Market Assumptions webinar will be held on Thursday, December 2nd at 10:00am (PST) On our call this year, we will discuss: Market movements of 2021 and how these shifts have improved our long-term outlook The impact of rising inflation and interest rates on asset class expectations Our newly released forecasts for… More

November 2021

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Register for the 2022 Capital Market Assumptions Webinar

The Verus 2022 Capital Market Assumptions webinar will be held on Thursday, December 2nd at 10:00am (PST). Register for the call by clicking the following link: Register for Webinar

November 2021

More Capital Market Assumptions