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.

2019 August Capital Markets Update

Click the link below for the 2019 August Capital Markets Update. Download the Capital Markets Update

September 2019

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Crisis Risk Mitigation

In our latest Topics of Interest paper, we go back in time to find the worst periods in U.S. stock market history. Our mission is to gather evidence about the asset classes and investment strategies that would have best mitigated these painful drawdowns, had they been added to a hypothetical portfolio. We compare the amount… More

September 2019

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2019 July Capital Markets Update

Click the link below for the 2019 July Capital Markets Update. Download the Capital Markets Update

August 2019

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Go Global in Fixed Income

In our latest Topics of Interest paper, we reaffirm that a global approach to investing in bonds has a place in diversified portfolios. We explore the evolution and trends of the asset class and provide our views on hedged versus unhedged strategies. We believe that investment managers that build portfolios from a truly global opportunity… More

August 2019

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3rd Quarter 2019 Investment Landscape

Some important developments occurred in the second quarter of 2019. During our 3rd Quarter 2019 Investment Landscape webinar, we discussed: Strong risk-asset performance as equities and credit rallied, and longer duration bonds benefited from falling interest rates. Evolving central bank guidance, as the Federal Reserve and the ECB shifted course towards easier monetary policies. A… More

August 2019

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3rd Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Wednesday, July 31st at 10:30am (PDT). On our call this quarter, we discussed: Strong risk-asset performance as equities and credit rallied, and longer duration bonds benefited from falling interest rates. Evolving central bank guidance, as the Federal Reserve and the ECB shifted course towards easier monetary… More

August 2019

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Register for Verus 3rd Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Wednesday, July 31st at 10:30am (PDT). Register for the call by clicking the following link: Register for Webinar

July 2019

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2019 June Capital Markets Update

Click the link below for the 2019 June Capital Markets Update. Download the Capital Markets Update

July 2019

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