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.

2017 August Capital Markets Update

Click the link below for the 2017 August Capital Markets Update. Download the Capital Markets Update

August 2017

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2017 July Capital Markets Update

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July 2017

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3rd Quarter 2017 Investment Landscape

Some important developments occurred in the second quarter of 2017. During our 3rd quarter Investment Landscape conference call, we discussed: A coordinated pickup in economic growth across developed and emerging markets, which coincides with an upswing in corporate earnings growth. Increasing confidence of central banks which suggests tighter monetary policies in the future. Strong equity… More

July 2017

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3rd Quarter 2017 Investment Landscape Call

The Verus quarterly Investment Landscape conference call was held on Tuesday, July 25th at 10:00am (PDT). In our call this quarter, we discussed: A coordinated pickup in economic growth across developed and emerging markets, which coincides with an upswing in corporate earnings growth. Increasing confidence of central banks which suggests tighter monetary policies in the… More

July 2017

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2017 Real Assets Outlook

Real asset exposures can provide three key portfolio benefits: inflation protection, an attractive risk-adjusted return and portfolio level diversification. In the 2017 Real Assets Outlook, Verus highlights the following insights: Risk of unexpected inflation shock suggests it is prudent to maintain real asset exposure Seek a portfolio of assets with risk exposures beyond inflation Within… More

July 2017

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2017 June Capital Markets Update

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June 2017

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2017 May Capital Markets Update

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May 2017

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2017 April Capital Markets Update

Click the link below for the 2017 April Capital Markets Update. Download the Capital Markets Update

April 2017

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