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 investors.

Dr Jerome Lander’s key insights:

• Markets remain artificially strong, with high valuations supported by incredible levels of stimulus
• Uncertainty is rising as stimulus retracts and the COVID-19 Delta variant runs rampant
• Geopolitical concerns have further increased 
• Significant setbacks in Chinese equities as a result of domestic policy changes
• Policymakers have not fully responded to rising inflation
• Diversification and avoiding over-confidence is critical in the current environment
• Good alternatives can offer returns with lower risk
• Investors with active managers can take advantage of well-priced equities 
• Precious metals should be supported and considered within portfolios 
• Australian property markets are expected to remain strong with record low-interest rates

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.