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Investment philosophy: Strategic vs Dynamic Asset Allocation

The changed economic and investing conditions have provided cause for many advisers to re-examine their investment philosophy.

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An Adviser Built Solution for Financial Advice Businesses

Advisers who follow Dynamic Asset will know that we readily share our thoughts on markets, the economy, portfolio management, and ways for advisers to get ahead.

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Managing money in 2023: What worked before is no longer working

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.

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It’s 2023: The time to reset your investing approach is now

The Future Fund and a swathe of leading global investors are now lining up to advocate a new approach to investing suited to the prevailing and prospective conditions.

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Why Strategic Asset Allocation has a bleak outlook this decade

2022 has been a challenging year for investors. After more than three decades of falling interest rates, lowering inflation, economic growth and geopolitical stability, everything has changed. The confluence of factors behind the change point to a sustained cyclical change not seen since the 1970s.

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This latest market rally provides investors with an opportunity

The latest US CPI and PPI have come below consensus expectations, precipitating an equity market recovery. Is this the opportunity of a lifetime and the start of a new bull market after months of bear market pain?

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The Client Satisfaction Framework for Financial Advisers

Successful financial advisers require a rare mix of technical and interpersonal skills. A significant part of the client experience is created by how you structure engagement to ensure a positive client journey. One that is empathetic, informative, understood, and pinpoint-focused on their unique circumstances.

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Helping Investors Make the Right Choices in Challenging Times

All advisers know that difficult client conversations follow when market and economic conditions are most challenging. This article seeks to help advisers clarify their thought processes and approach to managing client decision-making in times of market turmoil. 

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Portfolio Management: Bucketing redefined to meet investor goals

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.

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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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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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