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.

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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2nd Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Tuesday, April 24th at 10:00am (PDT). On our call this quarter, 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,… More

April 2018

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Introduction to required return

Many public pension programs today are making significant, sometimes unpopular, decisions to lower discount rates and alter benefit structures to meet their funding obligations. More than ever, fiduciaries need a framework for decision-making to understand the risks engendered by these types of decisions: one that is clear, simple, and actionable. In our latest paper from… More

April 2018

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Balancing Paranoia and Complacency

Balancing Paranoia and Complacency In our latest Sound Thinking from Ian Toner, CFA, our CIO explores the current economic expansion through the lens of our basic human instincts of paranoia and complacency. Successful investment is about balancing these two instincts, as they both have a place in the decision making and information assessment process that… More

March 2018

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EMD – an asset class grows up

In EMD – an asset class grows up, we reaffirm that emerging markets debt has a place in diversified portfolios. We explore the evolution and trends of the asset class and provide our views on local currency, hard currency and blended currency strategies. Lastly, we show the benefits of implementing blended currency strategies. We believe… More

March 2018

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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

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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

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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

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