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 Real Assets Outlook

Inflation fears have been subdued in the market over the past year. Both core CPI and headline CPI have been declining over the past nine months and came in at 2.0% and 1.9%, respectively, in March. Over the past twelve months, core CPI has ranged between 2.0 and 2.3%, near the Fed’s inflation target. At… More

May 2019

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A Practical Understanding of LDI

LDI – or liability-driven-investing, involves defining risk relative to the objective of paying liabilities, rather than the objective of maximizing total return. For corporate pension plans, LDI can be an effective way to reduce the range of outcomes in funded status, which has particular appeal given the asymmetric trade-off associated with a declining funded status… More

May 2019

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2019 April Capital Markets Update

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

May 2019

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2nd Quarter 2019 Investment Landscape

Some important developments occurred in the first quarter of 2019. During our 2nd Quarter 2019 Investment Landscape webinar, we discussed: Surprisingly strong performance in the first quarter as markets recovered almost completely from a tumultuous 2018 Q4. The Federal Reserve’s pivot, as we expected, from a rising interest rate narrative to a flat or falling… More

April 2019

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2nd Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Thursday, April 25th at 10:00am (PDT). On our call this quarter, we discussed: Surprisingly strong performance in the first quarter as markets recovered almost completely from a tumultuous 2018 Q4. The Federal Reserve’s pivot, as we expected, from a rising interest rate narrative to a flat… More

April 2019

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Register for Verus 2nd Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Thursday, April 25th at 10:00am (PDT). Register for the call by clicking the following link: Register for Webinar

April 2019

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2019 March Capital Markets Update

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

April 2019

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Four rules of outsourcing

Four rules of outsourcing The choice to use the services of an Outsourced Chief Investment Officer (OCIO) provider is one of the most significant decisions that a board is likely to make. This piece is focused on the four most important rules that Verus believes investors should understand, and OCIO providers should deliver upon: Rule… More

March 2019

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