home-banner

ARTICLES

Dr Jerome Lander on why we hold Gold and Silver

Dynamic Asset Consulting has held gold and silver assets in our portfolios for some time providing our investors with a hedge against inflation and portfolio diversification. In our Making Sense webinar this month Portfolio Manager, Dr Jerome Lander discussed he believes that holding these assets is a prudent investment strategy.

You can watch an excerpt from the webinar (1min 45sec) by clicking the link below.

Read More

Dr Jerome Lander on the recent US Inflation Announcement

The recent US Inflation figures released this week were again above market expectations for the second consecutive month. Prior to the announcement the market had priced in 6-7 US Interest Rate cuts for the year starting in March...This latest announcement will cause Wall Street to reassess their forecasts.

As Dr Lander says during the video "the problem with betting on idealistic outcomes is they're idealistic". Maybe its time to take a more pragmatic view on your investments?

You can watch an excerpt from our recent Making Sense Webinar (1min 20sec) by clicking the link below.

Read More

Making Sense with Dr Jerome Lander - December 2023

Welcome to the latest edition of Making Sense with Portfolio Manager, Dr Jerome Lander.

The December 2023 Dynamic Assets Making Sense webinar featured Dr. Jerome Lander discussing the macroeconomic and geopolitical landscape. We also discussed the main issues affecting markets including inflation, interest rates, and economic growth amid geopolitical influences. 

You can watch an edited version of the webinar (8min 25sec) by clicking the link below.

Read More

How to diversify your portfolio and manage downside risk

John Templeton, one of the world’s greatest investors, once famously said, “If you want to have a better performance than the crowd, you must do things differently from the crowd.” Templeton’s wisdom is particularly pertinent for today’s investors, who continue to pile desperately into overpriced stocks and property markets in the search for yield among record-low global interest rates.

Read More

Is Passive Investing About to Fail Advisers? Big time

These aren’t normal times. All asset prices are inflated, and not just by a little bit. Arguably we are living through one of the biggest bubbles in asset prices of all time given the massive government support required to keep the bubble inflated with massively inflated valuations during such lacklustre economic conditions. At the same time, there is an indelible belief in passive and quasi-passive investing.  

Read More

Are risk profile portfolios heading for the rocks?

More than a correction – a change of cycle

It’s becoming increasingly apparent that it’s a dangerous time in markets for investors. Governments and Central Banks around the world have reacted by pumping in immense amounts of stimulus to maintain price stability. But the more astute observers recognise this is a band-aid, not a permanent solution, and that traditional Risk Profile or SAA portfolios are not designed to navigate, or even survive, the future. 

Read More

How advisers can reduce investment risk and meet client objectives

Goals Based Investing (GBI) continues to gain recognition and be better understood amongst advisers. In his article Goals Based Investing: Should it be the norm? Giuseppe Ballocchi describes GBI as the way of the future for financial advice. Are we finally seeing a shift from the more traditional Strategic Asset Allocation approach to GBI? The simple answer is yes. Why, because it makes sense. Client goals should determine investment decisions. And, there is a rising school of thought that SAA investing will not suit likely market conditions going forward.

Read More

ABOUT THIS PAGE

The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. It's time for a better way.

Subscribe Here!

Topics

See all

Recent Posts