The Lander Report - Market & Portfolio Insights

Welcome to the first edition of The Lander Report.

In this quarterly video series, 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:

  • The market is more inefficient than it has ever been.
  • Pockets of opportunity exist for dynamic active investors with diversified portfolios.
  • Beware of market risks: inflationary pressure, high valuations on bonds and equities, currency wars, rising commodity prices and the potential for mean reversion.
  • It's more important than ever to follow a Goals Based Investment strategy.

 

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 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.