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.

2022 June Capital Markets Update

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

July 2022

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A Closer Look at China

China’s ascension over the past twenty years to the second largest economy in the world has changed the global landscape in a variety of ways. As China’s economic size and market capitalization grows, many investors have reasonably been pondering how to treat their allocations to Chinese assets. In this Topic of Interest white paper, we… More

July 2022

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A Primer: Timberland & Farmland

During the 1980s and 1990s timberland and agriculture opportunities were initially added to the asset class ‘menu’ for some institutional investors. During this time, private market asset classes were experiencing a tremendous boom following the 1978 amendments to the Employment Retirement Income Security Act (ERISA) which encouraged greater portfolio diversification and allowed corporate pension funds… More

June 2022

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2022 May Capital Markets Update

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

June 2022

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Primer on Mortgage Income

In this research piece we provide an introduction to mortgage income and the strategic role that this exposure might play in portfolios. We start with a top-level overview of where the asset class fits within the spectrum of private real estate and debt. Then, we walk through the history of the asset class, the range… More

May 2022

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2022 Real Assets Outlook

For the first time in decades, high inflation has emerged and is creating challenges for consumers and investors. We believe inflation will likely begin falling later in 2022, though notable inflationary and deflationary forces are in play, and it is difficult to gauge which of these forces will have greater impacts. While inflation remains the… More

May 2022

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2022 April Capital Markets Update

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May 2022

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APR 18 – APR 29, 2022 Capital Markets Snapshot

Click the link below for the Verus April 18th through April 29th, 2022 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

May 2022

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