Dynamic Asset Adviser Articles

The Lander Report - Market & Portfolio Insights

Written by Jerome Lander | 27 May, 2021

Welcome to the latest edition of The Lander Report.

In this quarterly video update, Dynamic Asset's Portfolio Manager,  Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.

Dr Lander’s key insights for financial advisers are:

  • Markets continue to be supported by stimulative fiscal and monetary policies.
  • Beware of market risks: inflationary pressure, market volatility and geopolitical risks such as the conflict in Israel and escalating tensions with China.
  • Pockets of opportunity exist for dynamic active investors with diversified portfolios.
  • It's more important than ever to follow a Goals Based Investment Strategy and use a Total Portfolio Approach.

 

About Dr Jerome Lander and Dynamic Asset

Dr Jerome Lander has the responsibility for asset allocation, fund manager selection and portfolio construction of Dynamic Asset's Goals Based Portfolios. 

Dr Lander is well known in the institutional investment community. His 20 years of experience in asset management and investment strategy demonstrate his strong capabilities in multi-asset class investment management.

He was the Chief Investment Officer of the WorkCover insurance fund where he was responsible for managing a $12 billion institutional investment fund, reporting to the Investment Board. In that time the investment fund ranked as the best institutional investment fund of its kind in Australia and the best performing of all Mercer’s (nearly 100) institutional clients.

Jerome has also been a Director of Investment Consulting for Russell Investments, a Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk. Jerome has also served as a Board member for the Investment Management Consultants Association (IMCA).

If you would like to find out more about Dynamic Asset's Managed Account Services under the direction of Dr Jerome Lander contact Dynamic Asset today.