ARTICLES

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.

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.

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

The latest RBA statement highlights the problem of high inflation and that the path to a soft landing is a narrow one. It reiterates the RBA’s commitment to pursuing a 2 – 3 % inflation target, a target which, notably, the current RBA leadership has never sustainably achieved. It flags further interest rate increases too, as has the Federal Reserve. Markets think a further two rate increases in Australia are needed bringing the cash rate to circa 4% and, more importantly, home loan rates beyond 6%. 

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

The Future Fund has started 2023 with continued calls for a reassessment of how investors manage money in a way that's more relevant to current and prospective market conditions. The voices of CEO Raphael Arndt and Chairman Peter Costello are amplified by the considerable authority and accountability of the fund's almost $200 billion under management. They provide vital leadership during this time of dramatic cyclical change and uncertainty.

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.