A variety of important developments occurred in the first quarter of 2016: The sharp drawdown and subsequent rebound that occurred across global equity markets in Q1 Moderating economic growth in China, and whether we believe the situation is truly a crisis Continuing bold policy moves by central banks and the implementation of negative interest rate… More
April 2016
The Verus quarterly Investment Landscape conference call was held on Tuesday, April 26th at 10:00am (PDT). In our call this quarter, we discussed: The sharp drawdown and subsequent rebound that occurred across global equity markets in Q1 Moderating economic growth in China, and whether we believe the situation is truly a crisis Continuing bold policy… More
April 2016
Verus is excited to announce the release of the 2016 Active Management Environment. Our work in this space continues to help address some of the shortfalls of traditional active management analysis, which uses the median manager to describe the active management universe as a whole. These new insights have allowed for a better understanding of… More
January 2016
A variety of important developments occurred in the first quarter of 2016. In our call this quarter, we discussed: Whether poor market performance in the first few weeks of January are a sign of things to come What the effect of lower oil prices, Chinese weakness and global manufacturing capacity are likely to be on… More
January 2016
Please download the Call Materials by clicking here. Download the Call Materials
January 2016
In this annual hedge fund review, we shed some light on the market environment and resulting headwinds or tailwinds facing common hedge fund strategies. Despite a few growing concerns and disappointing recent returns, many hedge fund strategies continue to provide the diversification and capital preservation roles they are intended to serve in the broader portfolio.… More
November 2015
A variety of important developments occurred in the third quarter of 2015: The U.S. economy continued at a lukewarm pace, with improvement in employment rates but lackluster participation and wage growth. Inflation remains near zero in the U.S., but is in a normal range excluding food and energy. Inflation rests near zero in developed countries.… More
October 2015
The Verus quarterly Investment Landscape conference call was held on Tuesday, October 27th at 10:00am (PDT). Please click below to download the call materials. If you prefer, you can listen to the recording. Download the Call Materials
October 2015