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 February Capital Markets Update

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

March 2019

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2019 Active Management Environment

We are pleased to release the 2019 Active Management Environment, which can be accessed with the link below. Our work on active management addresses some shortfalls of the traditional analysis, which uses the median product to describe the active management universe as a whole. These improvements and insights have allowed us to better understand product… More

February 2019

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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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