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Portfolio Management in a High-inflation, High-interest rate environment

Managing portfolios in 2022 is a very different proposition for financial advisers. After decades of steadily falling and low inflation and interest rates, there has been a cyclical change to rising inflation and interest rates. The reasons for this are complex, but the bottom line is that the confluence of factors causing this regime change will likely persist. Therefore, the change is structural and will endure. You can learn more by watching the latest Lander Report.

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Why today's financial advisers must invest differently

Any examination of business or investment literature reveals the importance of differentiation. Why would people choose you over a competitor if you're the same as everyone else?

Today, the need for financial advisers to be different has never been greater. Or urgent.

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The case for Dynamic asset allocation is undeniable

Rising inflation, tightening interest rates and market volatility are firmly established trends for 2022. It’s a state of play that puts the active asset allocation front and centre.

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Financial adviser profitability: The fundamentals of success

Falling profitability 

The profitability of the average financial advice business has declined and is under pressure. But there are answers to the challenge available to every willing adviser. While the traditional model is under threat, the required changes may not be as significant as you suspect. 

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Active Portfolio Management is Transforming Risk Management

Today's extraordinarily challenging market conditions have heightened investor uncertainty. High inflation is set to remain for the foreseeable future, following a downward trend over the last three decades. Central banks forecast that tightened monetary policy will result in sustained elevated interest rates. These shifts have dramatic implications for traditional asset classes, impacting portfolio risk management.

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Managing Portfolios in 2023: The Total Portfolio Approach

In recent years, there has been a chorus of leading investment managers advocating a new approach to portfolio management. Existing methods appeared frail, were beginning to fail or appeared ill-suited to the current and prospective world. Ultra-low interest rates had decimated returns from bonds and cash. At the same time, record fiscal stimulus pushed risk assets such as property and equities into bubble territory while the macroeconomic environment deteriorated.

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How Managed Accounts Make Your Advice Business Better

Are you looking to service more clients efficiently, while still meeting each individual's unique investment needs? A Managed Account can do just that, leaving you with more time and resources to nurture your business.  

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How to diversify your portfolio and manage downside risk

John Templeton, one of the world’s greatest investors, once famously said, “If you want to have a better performance than the crowd, you must do things differently from the crowd.” Templeton’s wisdom is particularly pertinent for today’s investors, who continue to pile desperately into overpriced stocks and property markets in the search for yield among record-low global interest rates.

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How to evolve and future proof your financial advisory practice

The financial advice industry is in flux. Clients are increasingly aware of what constitutes quality financial advice and are seeking highly personalised and transparent services. At the same time, new industry standards are driving up compliance costs, putting traditional financial advice models into question. While this has led some firms to exit the industry, others see the changes as an opportunity to evolve their business in order to remain competitive and even boost their profitability.

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How goals based advice creates positive investor psychology

Fortunes have been lost because typical investor psychology rarely aligns with investment success. Most investors can recount stories of losing money after excitedly buying at the top to later sell at the bottom or following the crowd into an overhyped stock. This is why astute financial advice firms are switching to goals based investing; an approach that embraces – instead of struggling against – investor psychology for superior results.

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The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. It's time for a better way.

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