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.

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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2018 Real Assets Outlook

Economic growth has recently strengthened around the world, which has coincided with concerns over the prospect of higher inflation. Despite these concerns, economic data indicates that inflation remains stable near the Fed’s 2% target. We continue to believe investors should maintain long-term inflation protection in portfolios rather than reacting to shorter-term market narratives. Some highlights… More

May 2018

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2018 April Capital Markets Update

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

May 2018

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Rating the rate of rerating of rates

Rating the rate of rerating of rates What is “normal” in financial markets? Our latest Sound Thinking from CIO Ian Toner provides a unique perspective on how investors can think about characteristics of the market that are considered normal. Ian applies this to one of the most recent examples of what is normal – interest… More

May 2018

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2nd Quarter 2018 Investment Landscape

Some important developments occurred in the first quarter of 2018. During our 2nd quarter 2018 Investment Landscape webinar, we discussed: The February equity correction and subsequent market volatility Continued global economic expansion, though with some recent weakness U.S. tariffs and the trade standoff with China An update on Federal Reserve monetary policy tightening, and how… More

April 2018

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