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 2016 Investment Landscape

A variety of important developments occurred in the first quarter of 2016: The sharp drawdown and subsequent rebound that occurred across global equity markets in Q1 Moderating economic growth in China, and whether we believe the situation is truly a crisis Continuing bold policy moves by central banks and the implementation of negative interest rate… More

April 2016

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2nd Quarter ’16 Investment Landscape Conference Call

The Verus quarterly Investment Landscape conference call was held on Tuesday, April 26th at 10:00am (PDT). In our call this quarter, we discussed: The sharp drawdown and subsequent rebound that occurred across global equity markets in Q1 Moderating economic growth in China, and whether we believe the situation is truly a crisis Continuing bold policy… More

April 2016

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2016 Active Management Environment

Verus is excited to announce the release of the 2016 Active Management Environment. Our work in this space continues to help address some of the shortfalls of traditional active management analysis, which uses the median manager to describe the active management universe as a whole. These new insights have allowed for a better understanding of… More

January 2016

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1st Quarter 2016 Investment Landscape

A variety of important developments occurred in the first quarter of 2016. In our call this quarter, we discussed: Whether poor market performance in the first few weeks of January are a sign of things to come What the effect of lower oil prices, Chinese weakness and global manufacturing capacity are likely to be on… More

January 2016

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2015 Hedge Fund Environment

In this annual hedge fund review, we shed some light on the market environment and resulting headwinds or tailwinds facing common hedge fund strategies. Despite a few growing concerns and disappointing recent returns, many hedge fund strategies continue to provide the diversification and capital preservation roles they are intended to serve in the broader portfolio.… More

November 2015

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4th Quarter 2015 Investment Landscape

A variety of important developments occurred in the third quarter of 2015: The U.S. economy continued at a lukewarm pace, with improvement in employment rates but lackluster participation and wage growth. Inflation remains near zero in the U.S., but is in a normal range excluding food and energy. Inflation rests near zero in developed countries.… More

October 2015

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4th Quarter 2015 Investment Landscape Call Materials

The Verus quarterly Investment Landscape conference call was held on Tuesday, October 27th at 10:00am (PDT). Please click below to download the call materials. If you prefer, you can listen to the recording. Download the Call Materials

October 2015

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