INSIGHTS

Insights

Verus Advisory™, a trademark of Verus Advisory, Inc.

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.

Verus 2023 Capital Market Assumptions

Some important developments occurred in the last year. Capital Market Assumptions guide our advice and recommendations. They reflect the best judgments of our research and investment teams regarding the expected behavior and associated risks of capital markets in the years ahead. During our 2023 Capital Market Assumptions webinar, we discussed: A significant increase in our… More

December 2022

More Capital Market Assumptions

Register for the 2023 Capital Market Assumptions Webinar

Capital Market Assumptions guide our advice and recommendations. They reflect the best judgments of our research and investment teams regarding the expected behavior and associated risks of capital markets in the year ahead. To learn how asset classes might behave in 2023, register now for our upcoming Verus Capital Market Assumptions Webinar on Tuesday, December 6th from 10:00-10:45… More

November 2022

More Capital Market Assumptions

2022 October Capital Markets Update

Click the link below for the Verus 2022 October Capital Markets Update. Download the Verus Capital Markets Update

November 2022

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A Brief Guide to the SFA Program

In this paper, we plan to approach the Special Financial Assistance (SFA) program from an investment perspective. First, we describe the interest rate rules. Next, we offer some ways in which investors may think about their legacy assets relative to their new SFA funds. This section concludes by outlining a strategy in which SFA funds… More

October 2022

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Verus 4th Quarter 2022 Investment Landscape

Some important developments occurred in the third quarter of 2022. During the Verus 4th Quarter 2022 Investment Landscape webinar, we discussed: The Federal Reserve’s ongoing battle to bring inflation under control – and what we believe ‘winning’ might look like. Broad monetary tightening from developed world central banks which is sucking liquidity out of the… More

October 2022

More Coronavirus COVID-19 Updates

Don’t miss the 4th Quarter 2022 Investment Landscape Webinar

The Verus quarterly Investment Landscape Webinar will be held on Thursday, October 27th at 10:00am (PDT).

October 2022

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Minding the gap: Insights into actuarial assumed rate of return

As consultants, we are often asked “how can we support a strategic asset allocation with an expected return (ER) that is different from the actuarial assumed rate of return (AARR)?” We believe Plan sponsors with a gap between these two metrics should work to bring the ER and AARR in line. Boards may face modest… More

October 2022

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Register for Verus 4th Quarter 2022 Investment Landscape Webinar

The Verus quarterly Investment Landscape Webinar will be held on Thursday, October 27th at 10:00am (PDT). Listen in as our Chief Investment Officer delivers detailed analysis of the current market environment, a look back at how the markets reacted to the events of the previous quarter, and expectations for the coming months. Register for the… More

October 2022

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