While typically considered benign, passive index investing can come with unintended consequences.
While typically considered benign, passive index investing can come with unintended consequences.
With the end of the financial year, it’s a good time to take a deep breath and refocus on everything else you need to do in an advice business and plan for how you want to manage things in the year ahead.
With the current level of geopolitical turmoil in the world, coupled with uncertainty in markets based on current valuations and future economic policy, diversification beyond the standard 40/60 model is becoming increasingly important. In our Making Sense webinar this month Portfolio Manager, Dr Jerome Lander discussed the current level of diversification in the portfolios and whey he believes a keen eye on risk is important.
You can watch an excerpt from the webinar (1min 50sec) by clicking the link below.
Dynamic Asset Consulting has held gold and silver assets in our portfolios for some time providing our investors with a hedge against inflation and portfolio diversification. In our Making Sense webinar this month Portfolio Manager, Dr Jerome Lander discussed he believes that holding these assets is a prudent investment strategy.
You can watch an excerpt from the webinar (1min 45sec) by clicking the link below.
The recent US Inflation figures released this week were again above market expectations for the second consecutive month. Prior to the announcement the market had priced in 6-7 US Interest Rate cuts for the year starting in March...This latest announcement will cause Wall Street to reassess their forecasts.
As Dr Lander says during the video "the problem with betting on idealistic outcomes is they're idealistic". Maybe its time to take a more pragmatic view on your investments?
You can watch an excerpt from our recent Making Sense Webinar (1min 20sec) by clicking the link below.
In the realm of financial planning, the choice of investment approach is a critical factor that can determine the success or failure of a business and the financial well-being of its clients. The risks associated with an erroneous investment strategy extend beyond mere financial losses and can have profound implications for the reputation, legal standing, and client relationships of financial planning firms.
A market correction can spell disaster for a financial planning business. Time is lost calming clients’ nerves rather than building your business. Some clients may even leave after seeing their capital shrink, and your income may plunge along with the market.
Welcome to the latest edition of Making Sense with Portfolio Manager, Dr Jerome Lander.
The December 2023 Dynamic Assets Making Sense webinar featured Dr. Jerome Lander discussing the macroeconomic and geopolitical landscape. We also discussed the main issues affecting markets including inflation, interest rates, and economic growth amid geopolitical influences.
You can watch an edited version of the webinar (8min 25sec) by clicking the link below.
When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition?
During the last 30-40 year investment period, investors have been spoilt by an unusually favourable period for investments and asset prices. Following the high inflation and low growth period of the 1970s – when stocks and bonds did very poorly – inflation pressures finally subsided as did high interest rates. Furthermore, we had a massive period of peaceful prosperity and globalisation, enabling lower prices and greater economic efficiency. This created excellent conditions for most asset classes to flourish and with it growth orientated static Strategic Asset Allocation (SAA) portfolios and low-cost index funds.
