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.

Financial advisers often use a form of segmentation to match a portfolio to their clients' investment needs. Commonly called 'bucketing', its purpose is to segment and simplify investment components. Advisers and clients are familiar with risk profiling buckets such as balanced, growth, conservative, or single asset-class buckets such as cash, shares, or property.