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The Great Rotation - From Crowded Trades to Real Assets

From Crowded Trades to Real Assets - A Shifting Market Regime

After more than a decade dominated by low inflation, ultra-loose monetary policy, and relentless flows into mega-cap technology and popular growth names, the market is beginning a profound shift. Investors are beginning to question whether crowded, expensive trades can continue to deliver returns in an environment of stubborn inflation, slower growth, and rising geopolitical risk.
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Dynamic Asset: The Right Approach for the Times

From the Great Moderation to the Great Rotation

For the past 30–40 years, investors have enjoy ed what in hindsight was an unusually favourable environment for asset prices and index investing. After the stagflation of the 1970s, inflation steadily subsided, interest rates trended down for decades, and globalisation expanded efficiency, trade, and profitability. This backdrop supercharged both equities and bonds and gave rise to the dominance of static Strategic Asset Allocation (SAA) and passive index investing.
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The Lander Report - Market & Portfolio Insights

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.  

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A positive direction for advisers as market negativity returns

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.

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The Lander Report - Market & Portfolio Insights

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.  

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The path to a soft landing is a narrow one, yet stocks hold together

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%. 

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The Lander Report - Market & Portfolio Insights

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.  

Read More

The Lander Report - Market & Portfolio Insights

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.  

Read More

The Lander Report - Market & Portfolio Insights

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. 

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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 examines the current state across the economy and markets, and the impacts of inflation, interest rates and geopolitical tensions.

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