The economy has entered a phase that hasn't been seen for over 30 years. Interest rate hikes, geopolitical crises and high debt, places every segment of the market in serious trouble - and it's only the beginning.
How do you manage portfolios in such a challenging environment? What can you do to ensure your advice business survives and thrives?
Watch Dr Jerome Lander and Matthew Walker from Dynamic Asset discuss this and more in this compelling, insight-driven webinar recording.
Dr Jerome Lander’s key insights for financial advisers:
- The market has changed - we're no longer in a period of peaceful prosperity with rising asset prices as a given
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Deglobalisation, geo-political unrest & ongoing impacts of the Covid crisis affect inflation, which is likely to be more persistent than first hoped for
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Supply-side issues: commodity scarcity, energy scarcity and the need to generate local manufacturing will be ongoing and affect company margins and will see asset prices derated - reflecting a bear market
- Central Banks can't solve supply-side issues, they can only manage demand
- Central Banks policy mistakes have increased as they walk the tight rope on tolerating rising inflation, where people get poorer, vs creating a recession by limiting demand
- If client portfolios have any chance of delivering in the next five to 10 years we need to manage portfolios differently
- Dynamic asset management rather than passive inflexible portfolios are best placed to deliver
- Differentiated portfolio design and diversification of portfolios mitigates sequencing risk and market volatility
- The risk of not changing the portfolio management approach is rising - for both the client and advice businesses
- Dynamic Asset specialises in active, diversified portfolio management
- Dynamic Asset was built as a client-orientated portfolio solution to meet best interest obligations and reverse engineered to deliver an efficient and scalable financial planning business solution
- Available on multiple platforms across super and non-super, Dynamic Asset delivers a turn-key solution to help advice firms adapt to the new market regime and thrive
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.
