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.

2018 Private Equity Outlook

In the 2018 Private Equity Outlook, Verus assesses the effects of the recent U.S. tax reform legislation on private equity, and examines an array of trends across regions and strategies to provide the following insights: The Tax Cuts and Jobs Act (TCJA) is expected to have a net positive effect on private equity over the… More

September 2018

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A Different Approach to Currency Investing

In our first Topic of Interest paper of a three-part series on currency, The Cost of Not Hedging Foreign Currency, we outlined the risks involved with currency exposure embedded in international assets, and how a fixed hedge can be an important first step in managing those risks. While hedging currency may be a good starting… More

August 2018

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3rd Quarter Investment Landscape

Some important developments occurred in the second quarter of 2018. During our 3rd quarter 2018 Investment Landscape webinar, we discussed: Positive surprises in U.S. economic data as the domestic economy continues to outshine other developed markets. An update on trade negotiations between the U.S. and its global trading partners. Implications of a flatter U.S. yield… More

July 2018

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3rd Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Wednesday, July 25th at 10:00am (PDT). On our call this quarter, we discussed: Positive surprises in U.S. economic data as the domestic economy continues to outshine other developed markets. An update on trade negotiations between the U.S. and its global trading partners. Implications of a flatter… More

July 2018

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The cost of not hedging foreign currency

In The Cost of Not Hedging Foreign Currency, the first paper on currency in a series of three, we introduce the potential issues created by foreign currency exposure embedded in international assets. We then analyze how hedging, the simplest form of currency management, has historically impacted portfolios. The portfolio of foreign currency exposure embedded in… More

July 2018

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Register for Verus 3rd Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Wednesday, July 25th at 10:00am (PDT). Register for the call by clicking the following link: Register for Webinar

July 2018

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2018 June Capital Markets Update

Click the link below for the 2018 June Capital Markets Update. Download the Capital Markets Update

July 2018

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2018 May Capital Markets Update

Click the link below for the 2018 May Capital Markets Update. Download the Capital Markets Update

June 2018

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