home-banner

ARTICLES

Navigating Volatile Markets: Dr Jerome Lander's Portfolio Positioning Insights

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.

Read More

Dr Jerome Lander on why we hold Gold and Silver

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.

Read More

Dr Jerome Lander on the recent US Inflation Announcement

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.

Read More

Making Sense with Dr Jerome Lander - December 2023

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.

Read More

Explore the critical levers of a successful advice business

Financial advisers come in many shapes and sizes with various approaches and value propositions to suit their clients and business goals. Yet, all share typical dynamics. Beyond the need to be profitable enough to survive, they need to:

  1. Manage business risk and compliance
  2. Manage client capacity and cost to serve
Read More

Challenging the misconceptions of a managed accounts transition

The momentum towards managed accounts is unmistakable. A noteworthy jump from 17% to 56% in the decade to 2023, with Investment Trends highlighting that more advisers are tapping into its potential. By the end of 2022, $144.5B was under management in this model, as noted by IMAP. 

Read More

Case Study: Lynette Murray, ActonAdvice

Client satisfaction with business and lifestyle flexibility

Read More

Managing Risk within a Very Complex Set of Market Circumstances

In today's economic and financial landscape, navigating risk has become increasingly challenging due to many factors impacting the global economy and financial markets. The complexities are extensive and quite unlike anything experienced in decades, if ever before. The issues are contributing to the uncertainty and inconsistent market behaviour:

Read More

Opportunities abound within a resized financial advice sector

The recent ARF article, 'The wealth adviser exodus has bottomed out (for now),' began with the numbers. "More than 12,000 financial advisers have retired or handed back their registration since the financial services royal commission, which levelled widespread allegations of misconduct against the sector in 2018. The exits represent a 43 percent decline in workforce size in just five years".

Read More

Investment Solutions vs Products. There's one that changes the game

The business of financial advice isn't getting any easier. We know. It's an understatement. Turbulent market conditions, escalating client expectations and the rising cost of compliance don't make for a smooth ride.

Read More

ABOUT THIS PAGE

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.

Subscribe Here!

Topics

See all

Recent Posts