The Lander Report - Market & Portfolio Insights

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 Jerome Lander’s key insights for financial advisers:

• The story has changed
• Inflationary pressures continue, and the Fed has removed the inflation guidance of ‘transitory’
• The Fed has surprised the market by indicating the potential for tightening monetary policy earlier than initially expected
• Rising inflation and tightening monetary policy is raising questions about the extent of the global economic recovery
• The valuations of bonds and equities continue to be very steep
• There is significant crowding into certain assets
• A tightening of monetary policy is a real worry for investors holding overvalued assets
• There are growing signs that a change in the low inflation environment of the last 30-40 years is getting closer and that the associated risks may come to fruition
• Bonds are now showing significant negative returns in real terms and look set to go nowhere
• Inflation above 4% places pressure on equity valuations due to the impacts on business, and the discount rate applied that makes investors require a higher rate of return
• Dynamic Asset mitigates risks through active portfolio management, diversification, and a focus on sensibly priced assets with prospective returns in the current and future market environment.

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.