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.

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

3rd Quarter 2017 Investment Landscape Call

The Verus quarterly Investment Landscape conference call was held on Tuesday, July 25th at 10:00am (PDT). In our call this quarter, 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… More

July 2017

More Insights

2017 Real Assets Outlook

Real asset exposures can provide three key portfolio benefits: inflation protection, an attractive risk-adjusted return and portfolio level diversification. In the 2017 Real Assets Outlook, Verus highlights the following insights: Risk of unexpected inflation shock suggests it is prudent to maintain real asset exposure Seek a portfolio of assets with risk exposures beyond inflation Within… More

July 2017

More Annual Outlooks

2nd Quarter 2017 Investment Landscape

A variety of important developments occurred in the first quarter of 2017. During our 2nd quarter Investment Landscape conference call, we discussed: Increasing signs of a coordinated global pickup in economic activity, with data generally exceeding expectations The expectations for U.S. interest rate policy, and why we may not be in a typical rising rate… More

April 2017

More Insights

2nd Quarter 2017 Investment Landscape Call

The Verus quarterly Investment Landscape conference call was held on Monday, April 24th at 10:00am (PDT). In our call this quarter, we discussed: Increasing signs of a coordinated global pickup in economic activity, with data generally exceeding expectations The expectations for U.S. interest rate policy, and why we may not be in a typical rising… More

April 2017

More Insights

Sound Thinking: Hold the Mayo!

Hold the Mayo! In the second edition of Sound Thinking, we examine home country bias, which is one of the most prevalent biases many of us suffer from, and suggest a way for us to think about it that might keep it under control. Sound Thinking: Hold the Mayo! (PDF)

March 2017

More Insights

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

More Insights