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 the 2022 Capital Market Assumptions Webinar

The Verus 2019 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

The Role of Income in Portfolios

Many aspects of investing are fundamentally rooted in the idea that total investment return includes both investment income and investment price appreciation (growth). Nearly every asset class can be decomposed into these two characteristics—some assets being composed mostly of income and some assets being composed mostly of price appreciation. As interest rates have fallen around… More

November 2021

More Insights

2021 October Capital Markets Update

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

November 2021

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10/18/21 – 10/29/21 Capital Markets Snapshot

Click the link below for the Verus 10/18/21 – 10/29/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

November 2021

More Weekly Capital Markets Snapshot

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

More Coronavirus COVID-19 Updates

4th Quarter 2021 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Thursday, October 28th at 10:00am (PDT). On our call this quarter, we will discuss: 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… More

October 2021

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10/4/21 – 10/15/21 Capital Markets Snapshot

Click the link below for the Verus 10/4/21 – 10/15/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

October 2021

More Weekly Capital Markets Snapshot

9/20/21 – 10/1/21 Capital Markets Snapshot

Click the link below for the Verus 9/20/21 – 10/1/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

October 2021

More Weekly Capital Markets Snapshot