Verus’ whitepapers, viewpoints, and annual outlooks

• September 2025

• Market Note

Relative to other equity markets, the S&P 500 is not particularly concentrated

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• August 2025

• Market Note

Expectations for Fed rate cuts have been growing

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• August 2025

• Market Note

What’s with all the “stagflation” talk?

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• August 2025

• Markets Updates

July 2025 Capital Markets Update

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• August 2025

• Market Note

August jobs report revisions suggest far weaker job market

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• July 2025

• Thought Leadership

3rd Quarter Investment Landscape

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• July 2025

• Market Note

Federal workers suffering from job cuts are finding employment at state & local levels

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• July 2025

• Market Note

Are “meme stocks” back?

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• July 2025

• Market Note

Tariff-fueled inflation continues to be surprisingly absent

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• July 2025

• Markets Updates

June 2025 Capital Markets Update

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• July 2025

• Market Note

Size Matters

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• July 2025

• Market Note

Is the international equity outperformance story a mirage?

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