ARTICLES

In today’s complex market environment, the choice of investment approach is more than just a portfolio decision - it’s a business-defining one. For financial planning firms and dealer groups, the investment philosophy they choose to work with can either strengthen their client relationships or quietly undermine them.

Advisers know that the risks of following an outdated investment approach, or one that may not work well in these times, extends well beyond poor portfolio performance. They can ripple into client trust, business reputation, compliance risk, and long-term commercial sustainability.

From Crowded Trades to Real Assets - A Shifting Market Regime

From the Great Moderation to the Great Rotation

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

The September quarter was a case of back to the future for weary investors. The US S&P 500, Dow Jones Industrial Average and Nasdaq all suffered their worst quarter performance since the same period last year. In Australia, the ASX 200 has returned to its March lows.

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

The latest RBA statement highlights the problem of high inflation and that the path to a soft landing is a narrow one. It reiterates the RBA’s commitment to pursuing a 2 – 3 % inflation target, a target which, notably, the current RBA leadership has never sustainably achieved. It flags further interest rate increases too, as has the Federal Reserve. Markets think a further two rate increases in Australia are needed bringing the cash rate to circa 4% and, more importantly, home loan rates beyond 6%. 

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

Welcome to the latest edition of The Lander Report.

In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.  

Welcome to the latest edition of The Lander Report.

Now is one of the most decisive points for investors in several decades. The environment has structurally changed and won’t return to what’s been considered normal.