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.

Commodities: what’s changed?

In this research piece, we take an objective look at futures-based commodity strategies in the current environment and focus on three key questions. First, what has been the cause of such poor performance? Second, might this performance be the result of a permanent change in the commodity markets? Third, why do we invest in commodities… More

January 2017

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2017 Active Management Environment

Our work in this space continues to help address some of the shortfalls of traditional active management analysis, which uses the median manager to describe the active management universe as a whole. For the 2017 release of this document we have worked to expand our analysis and have dug deeper to test active universe qualities… More

January 2017

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1st Quarter Investment Landscape

A variety of important developments occurred in the fourth quarter of 2016. During our 1st quarter Investment Landscape conference call, we discussed: A rosier outlook for U.S. economic growth, as suggested by improving business and consumer confidence Rising inflation and inflation expectations around the globe Impacts of the U.S. presidential election on capital markets, and… More

January 2017

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1st Quarter Investment Landscape Conference Call

The Verus quarterly Investment Landscape conference call was held on Friday, January 27th at 10:00am (PST). In our call this quarter, we discussed: A rosier outlook for U.S. economic growth, as suggested by improving business and consumer confidence Rising inflation and inflation expectations around the globe Impacts of the U.S. presidential election on capital markets,… More

January 2017

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Sound Thinking

The Startle Reflex This first edition of Sound Thinking covers the simple question of how we should react to unexpected events, and suggests some ways to avoid simply responding with the Startle Reflex that we are subject to. It’s particularly focused on the recent election result, but the core insight applies broadly.   Please note… More

December 2016

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2016 Hedge Fund Environment

2016 marks a difficult year for the hedge fund industry and media attention seems intent on painting an almost exclusively pessimistic view. We believe these strategies fulfill certain portfolio roles if expectations are properly set. Our annual Hedge Fund Environment addresses the, Concern that many strategies cannot achieve desired returns in the current environment, especially… More

December 2016

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4th Quarter 2016 Investment Landscape

A variety of important developments occurred in the third quarter of 2016. During our 4th quarter Investment Landscape conference call, we discussed : Labor market trends and an increasingly attractive environment for the U.S. consumer The approaching U.S. presidential election, and potential market implications What inflation and bond yields might mean for U.S. equity valuations… More

October 2016

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4th Quarter Investment Landscape Conference Call

The Verus quarterly Investment Landscape conference call was held on Monday, October 24th at 9:00am (PDT). In our call this quarter, we discussed: Labor market trends and an increasingly attractive environment for the U.S. consumer The approaching U.S. presidential election, and potential market implications What inflation and bond yields might mean for U.S. equity valuations… More

October 2016

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