ARTICLES

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.

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 idea that we should invest to meet our needs and goals is basic common sense. However, somewhat surprisingly, that is not what most players within the investment industry do.

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.  

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.

Now is one of the most decisive points for investors in several decades. The environment has structurally changed and won’t return to what’s been considered normal. 

Welcome to the latest edition of The Lander Report.

In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander examines the current state across the economy and markets, and the impacts of inflation, interest rates and geopolitical tensions.

The economy has entered a phase that hasn't been seen for over 30 years. Interest rate hikes, geopolitical crises and high debt, places every segment of the market in serious trouble - and it's only the beginning.

How do you manage portfolios in such a challenging environment? What can you do to ensure your advice business survives and thrives? 

Watch Dr Jerome Lander and Matthew Walker from Dynamic Asset discuss this and more in this compelling, insight-driven webinar recording.