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.

2021 Active Management Environment

We are pleased to release the Verus 2021 Active Management Environment, which can be accessed with the link below. The past year has been one of extreme volatility and divergence in many respects, creating interesting opportunities for active managers to show differentiated performance and deliver alpha to clients. We hope the insights from this research… More

February 2021

More Annual Outlooks

2/8/21 – 2/19/21 Capital Markets Snapshot

Click the link below for the Verus 2/8/21 – 2/19/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

February 2021

More Weekly Capital Markets Snapshot

1/25/21 – 2/5/21 Capital Markets Snapshot

Click the link below for the Verus 1/25/21 – 2/5/21 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

February 2021

More Weekly Capital Markets Snapshot

Is There Alpha Available from Emerging and Diverse Managers?

While discussion on the alpha-generating ability of emerging and diverse managers has been part of institutional conversation for decades, the use of emerging and diverse managers has become a mainstay of industry conferences and in many Board meetings more recently. This paper explores the alpha-generating ability of emerging and diverse firms across asset classes and… More

February 2021

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2021 January Capital Markets Update

Click the link below for the Verus 2021 January Capital Markets Update. Download the Verus Capital Markets Update

February 2021

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Verus ESG Research

In our recent ESG series, we established that environmental, social, and governance (ESG) investing has had explosive growth as a topic many investors and their constituents are regularly discussing and contemplating. As a wide-ranging field, ESG encompasses many different approaches to consider when deciding to develop and implement a thoughtful ESG philosophy and policy that… More

February 2021

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1st Quarter 2021 Investment Landscape

Some important developments occurred in the fourth quarter of 2020. During the Verus 1st Quarter 2021 Investment Landscape webinar, we discussed: The emergence of several new, more-infectious strains of COVID-19, and the current progress of vaccine administration. Joe Biden’s election victory, the completion of a democratic “Blue Wave”, and what this may mean for markets.… More

January 2021

More Coronavirus COVID-19 Updates

1st Quarter 2021 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Wednesday, January 27th at 10:00am (PST). On our call this quarter, we discussed: The emergence of several new, more-infectious strains of COVID-19, and the current progress of vaccine administration. Joe Biden’s election victory, the completion of a democratic “Blue Wave”, and what this may mean for… More

January 2021

More Insights