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.

8/24/20 – 9/4/20 Capital Markets Snapshot

Click the link below for the Verus 8/24/20 – 9/4/20 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

September 2020

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8/10/20 – 8/21/20 Capital Markets Snapshot

Click the link below for the Verus 8/10/20 – 8/21/20 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

August 2020

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AEIOU > PPPPP

Manager research and selection have long been described in the language of Ps – people, process, etc. Verus believes the familiar Ps approach, while useful, leaves out important aspects of manager assessment and their products because of its focus on inputs. The Verus approach is grounded in key principles that focus on outputs and enables… More

August 2020

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7/27/20 – 8/7/20 Capital Markets Snapshot

Click the link below for the Verus 7/27/20 – 8/7/20 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

August 2020

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2020 July Capital Markets Update

Click the link below for the Verus 2020 July Capital Markets Update. Download the Verus Capital Markets Update

August 2020

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3rd Quarter 2020 Investment Landscape

During the Verus 3rd Quarter 2020 Investment Landscape webinar, we discussed: The progression of COVID-19 and ways in which the virus appears to be impacting global economies A surprisingly quick bounce back in risk markets, as investors may still be expecting a “v-shaped” recovery Deteriorating relations between the United States and China—a larger macroeconomic risk… More

July 2020

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3rd Quarter 2020 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Wednesday, July 29th at 10:00am (PDT). On our call this quarter, we discussed: The progression of COVID-19 and ways in which the virus appears to be impacting global economies A surprisingly quick bounce back in risk markets, as investors may still be expecting a “v-shaped” recovery… More

July 2020

More Coronavirus COVID-19 Updates

7/13/20 – 7/24/20 Capital Markets Snapshot

Click the link below for the Verus 7/13/20 – 7/24/20 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

July 2020

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