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.

Are Unconstrained Bond Funds a Substitute for Core Bonds?

Topic of Interest: Are Unconstrained Bond Funds a Substitute for Core Bonds? Download the Report

August 2014

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TIPS in a Rising Rate Environment

This Topic of Interest paper discusses the role of Treasury Inflation Protected Securities (TIPS) in a portfolio, examines the sensitivities of these instruments to various market factors, and offers investors our thoughts regarding the proper investment horizon for TIPS usage. Download the Topic of Interest

July 2014

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2014 Private Equity Outlook

The market environment for new commitments to Private Equity Investors is not broadly favorable, as investors face a variety of headwinds to performance. Rising distributions and increased fund raising has led to record amounts of dry powder, which has driven up valuations and may result in a crowded future exit environment. However, we have found… More

June 2014

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Costs Ate My Alpha

Ian Toner, CFA Director of Strategic Research, has released this Topic of Interest paper to address recent news relating to hidden portfolio costs. Scandals in transition management, currency and stock trading arenas have drawn attention to the fact that investors’ portfolios can be subject to unexpected costs for a variety of reasons. Those stories are… More

April 2014

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2014 Real Estate Outlook

Real Estate Outlook – Investors should maintain a strategic exposure to core real estate, which remains an attractive part of a total portfolio. Non-core real estate currently presents stronger opportunities for value-add, but these peripheral properties represent an implicit bet on the economy, since this space will be highly sensitive to economic trends.… More

March 2014

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