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 Active Management Environment

In the 2018 Active Management Environment we continued to work towards a more comprehensive understanding of active manager behavior, and ways of using this knowledge to improve investment decision-making. Highlights of this year’s edition include: Our research indicates that active manager volatility relative to the benchmark tends to be persistent, on average, while active manager… More

February 2018

More Annual Outlooks

1st Quarter 2018 Investment Landscape

Some important developments occurred in the fourth quarter of 2017. During our 1st quarter 2018 Investment Landscape webinar, we discussed: The continued global pickup in economic growth and corporate earnings, fueling very strong equity performance An impressive economic recovery occurring across the Eurozone U.S. tax reform, which represents a major overhaul of the tax system… More

January 2018

More Insights

1st Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Wednesday, January 24th at 10:00am (PST). On our call this quarter, we discussed: The continued global pickup in economic growth and corporate earnings, fueling very strong equity performance An impressive economic recovery occurring across the Eurozone U.S. tax reform, which represents a major overhaul of the… More

January 2018

More Insights

Why MiFID II matters to U.S. investors

The deadline for investment managers to comply with the European Markets in Financial Instruments Directive (MiFID) II is quickly approaching. It is important for plan sponsors to understand the ramifications of the soft dollar regulation embedded in the directive, and how these new rules might affect plan participants. Some key points that investors should be… More

December 2017

More Insights

4th Quarter 2017 Investment Landscape

Some important developments occurred in the third quarter of 2017. During our 4th quarter Investment Landscape webinar, we discussed: Continued economic strength and rising sentiment, reflecting a positive environment for risk assets Underlying geopolitical tensions that present risks to financial markets, including U.S.-North Korea relations and an independence movement in Catalonia The outlook for U.S.… More

November 2017

More Insights

4th Quarter 2017 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Tuesday, October 31st at 10:00am (PDT). On our call this quarter, we discussed: Continued economic strength and rising sentiment, reflecting a positive environment for risk assets Underlying geopolitical tensions that present risks to financial markets, including U.S.-North Korea relations and an independence movement in Catalonia The… More

October 2017

More Insights

2017 Private Equity Outlook

Private equity investments are typically longer-term, illiquid, high tracking error commitments with an expected return higher than that of public markets. Notwithstanding the trajectory towards lower outperformance over public equities, we continue to see significant dispersion in manager returns in both venture capital and buyout. We believe that careful manager selection is key. Regardless of… More

September 2017

More Annual Outlooks

3rd Quarter 2017 Investment Landscape

Some important developments occurred in the second quarter of 2017. During our 3rd quarter Investment Landscape conference call, we discussed: A coordinated pickup in economic growth across developed and emerging markets, which coincides with an upswing in corporate earnings growth. Increasing confidence of central banks which suggests tighter monetary policies in the future. Strong equity… More

July 2017

More Insights