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 2021 Investment Landscape

Some important developments occurred in the first quarter of 2021. During the Verus 2nd Quarter 2021 Investment Landscape webinar, we discussed: Rising interest rates in the U.S., the concurrent increases in inflation expectations, and the implications of these developments on the outlook for Fed policy. The global vaccination campaign, and the forces which could possibly… More

April 2021

More Coronavirus COVID-19 Updates

2nd Quarter 2021 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Tuesday, April 27th at 10:00am (PDT). On our call this quarter, we will discuss: Rising interest rates in the U.S., the concurrent increases in inflation expectations, and the implications of these developments on the outlook for Fed policy. The global vaccination campaign, and the forces… More

April 2021

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Implications of risk tolerance on establishing an effective investment strategy for public pension plans

While a strong rebound in risk assets has occurred since the Global Financial Crisis, the funded status of many public pensions has stagnated. The future health of these plans is dependent on many factors and faces many risks, including low prospective returns, unfavorable plan demographics, and stressed plan sponsor financial conditions. This paper will explore… More

April 2021

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Developing An End-Game Strategy For Corporate Pensions

As a plan sponsor’s de-risking strategy ultimately bears fruit and the plan approaches full funding, a new phase of the pension management lifecycle brings with it new challenges. Navigating the later stages of the asset-liability journey requires that plan sponsors establish a clear and well-defined view of the end-state. Doing so requires careful consideration of… More

April 2021

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Register for Verus 2nd Quarter 2021 Investment Landscape Webinar

The Verus quarterly Investment Landscape Webinar will be held on Tuesday, April 27th at 10:00am (PDT). Register for the call by clicking the following link: Register for Webinar

April 2021

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2021 March Capital Markets Update

Click the link below for the Verus 2021 March Capital Markets Update. Download the Verus Capital Markets Update

April 2021

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How to Make Manager Research Decisions

How you ask a question matters. It determines the tools you use to answer the question and what a useful answer looks like. Investment professionals tend to ask questions about manager selection as though they were trying to prove that the manager they were researching was going to add value. This makes reaching a meaningful… More

April 2021

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Leverage in Portfolios

Our latest Topics of Interest paper hopes to shed light on one segment of today’s investment challenge, the benefits and risks associated with using leverage. This paper finds that for investors with sufficient capital to leverage market opportunities and allocate to a wide range of asset classes, and with an appropriate Enterprise Risk Tolerance to… More

March 2021

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