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 January Capital Markets Update

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

February 2019

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2019 Capital Market Assumptions Webinar

The Verus 2019 Capital Market Assumptions webinar was held on Wednesday, February 6th at 10:30am (PST). On our call, we discussed: How market shifts of 2018 have affected our long-term outlook Why the current environment continues to indicate modest long-term performance across most asset classes The important differences between shorter-term and longer-term forecasting exercises You… More

February 2019

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1st Quarter 2019 Investment Landscape

Some important developments occurred in the fourth quarter of 2018. During our 1st quarter 2019 Investment Landscape webinar, we discussed: Our thoughts on the challenges of diversification in 2018, particularly relative to a domestic 60% stock/40% fixed income portfolio Weaker economic data that indicates global growth is slowing, especially in international developed economies A more… More

January 2019

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1st Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Thursday, January 24th at 10:00am (PST). On our call this quarter, we discussed: Our thoughts on the challenges of diversification in 2018, particularly relative to a domestic 60% stock/40% fixed income portfolio Weaker economic data that indicates global growth is slowing, especially in international developed economies… More

January 2019

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Private markets commitment pacing and cash flow modeling

Private markets investors are faced with the difficultly of estimating future exposures within their portfolios over a longer time horizon. An effective pacing model designed to manage investor target allocations is a key process for managing exposures accurately. In our current topic of interest, “Private markets commitment pacing and cash flow modeling”, we provide an… More

January 2019

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2018 December Capital Markets Update

Click the link below for the 2018 December Capital Markets Update. Download the Capital Markets Update

January 2019

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Register for Verus 1st Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Thursday, January 24th at 10:00am (PST). Register for the call by clicking the following link: Register for Webinar

January 2019

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Priorities for 2019

Priorities for 2019 The start of the year is a good time to consider some of the likely key issues that investors may have to deal with over the next 12 months. In our latest Sound Thinking, our CIO, Ian Toner, CFA identifies the following eight topics that are likely to be important during 2019:… More

January 2019

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