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.

2018 November Capital Markets Update

Click the link below for the 2018 November Capital Markets Update. Download the Capital Markets Update

December 2018

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Building effective private market portfolios

Institutional sponsors often invest in private asset classes to boost the return profile of their overall plan portfolios. Yet, many fall short of achieving the desired returns. We believe that effective portfolio construction is an important component of achieving attractive return targets in private markets. Drawing on our experience over the last 20 years, we… More

December 2018

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2018 October Capital Markets Update

Click the link below for the 2018 October Capital Markets Update. Download the Capital Markets Update

November 2018

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2018 September Capital Markets Update

Click the link below for the 2018 September Capital Markets Update. Download the Capital Markets Update

October 2018

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4th Quarter Investment Landscape

Some important developments occurred in the third quarter of 2018. During our 4th quarter 2018 Investment Landscape webinar, we discussed: An increasing U.S. focus on its relationship with China, which now appears to be about more than just trade Rising political risks in Europe, highlighted by Italy and the European Union butting heads over Italy‚Äôs… More

October 2018

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4th Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Tuesday, October 23rd at 9:30am (PDT). On our call this quarter, we discussed: An increasing U.S. focus on its relationship with China, which now appears to be about more than just trade Rising political risks in Europe, highlighted by Italy and the European Union butting heads… More

October 2018

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Register for Verus 4th Quarter 2018 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Tuesday, October 23rd at 9:30am (PDT). Register for the call by clicking the following link: Register for Webinar

October 2018

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Building better currency portfolios

In our latest Topic of Interest paper, we present our philosophy on managing currency and provide a framework for how investors can create a solution that fits their objectives and potentially improve total portfolio outcomes. While customization will certainly be a consideration, we believe a currency portfolio with 1/3 unhedged, 1/3 hedged, and 1/3 currency… More

September 2018

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