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.

9/6/21 – 9/17/21 Capital Markets Snapshot

Click the link below for the Verus 9/6/21 – 9/17/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

September 2021

More Weekly Capital Markets Snapshot

2021 August Capital Markets Update

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

September 2021

More Insights

8/23/21 – 9/3/21 Capital Markets Snapshot

Click the link below for the Verus 8/23/21 – 9/3/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

September 2021

More Weekly Capital Markets Snapshot

8/9/21 – 8/20/21 Capital Markets Snapshot

Click the link below for the Verus 8/9/21 – 8/20/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

August 2021

More Weekly Capital Markets Snapshot

Thinking About Inflation in Risk Terms

Inflation has been subdued in the United States for the last three decades. Technological advances, increased globalization, and inflation targeting from the Fed have helped to keep inflation low. In this piece, we analyze historic inflationary environments to understand the protection offered by different types of assets. Using a variety of risk tools, we consider… More

August 2021

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2021 July Capital Markets Update

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

August 2021

More Insights

7/26/21 – 8/6/21 Capital Markets Snapshot

Click the link below for the Verus 7/26/21 – 8/6/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

August 2021

More Weekly Capital Markets Snapshot

3rd Quarter 2021 Investment Landscape

Some important developments occurred in the second quarter of 2021. During the Verus 3rd Quarter 2021 Investment Landscape webinar, we discussed: The successful but arguably unbalanced U.S. economic recovery, and some unintended side effects of vast government spending programs. Rising prices, and why we believe the dynamics of recent price increases still suggest transitory inflation.… More

July 2021

More Coronavirus COVID-19 Updates