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.

Building effective private market portfolios

Institutional sponsors often invest in private asset classes to boost the return profile of their overall plan portfolios. Yet, many fall short of achieving the desired returns. We believe that effective portfolio construction is an important component of achieving attractive return targets in private markets. Drawing on our experience over the last 20 years, we… More

December 2018

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4th Quarter Investment Landscape

Some important developments occurred in the third quarter of 2018. During our 4th quarter 2018 Investment Landscape webinar, we discussed: An increasing U.S. focus on its relationship with China, which now appears to be about more than just trade Rising political risks in Europe, highlighted by Italy and the European Union butting heads over Italy‚Äôs… More

October 2018

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4th Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Tuesday, October 23rd at 9:30am (PDT). On our call this quarter, we discussed: An increasing U.S. focus on its relationship with China, which now appears to be about more than just trade Rising political risks in Europe, highlighted by Italy and the European Union butting heads… More

October 2018

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Register for Verus 4th Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Tuesday, October 23rd at 9:30am (PDT). Register for the call by clicking the following link: Register for Webinar

October 2018

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Building better currency portfolios

In our latest Topic of Interest paper, we present our philosophy on managing currency and provide a framework for how investors can create a solution that fits their objectives and potentially improve total portfolio outcomes. While customization will certainly be a consideration, we believe a currency portfolio with 1/3 unhedged, 1/3 hedged, and 1/3 currency… More

September 2018

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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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