Dynamic Asset Adviser Articles

Adviser Evolution: Why the Future Belongs to Those Who Adapt

By Matthew Walker | 05 Dec, 2025 | Financial Adviser Portfolio Solutions, Dynamic Asset Allocation, Adviser investment, Market cycles, advice business, Adviser solution, Managed Accounts, Client focused advice

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Advisers know that the risks of following an outdated investment approach, or one that may not work well in these times, extends well beyond poor portfolio performance.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.

The Great Rotation - From Crowded Trades to Real Assets

By Matthew Walker | 12 Sep, 2025 | investment approach, Dynamic Asset Allocation, Adviser investment, Market cycles, investment portfolios, portfolio management, 60 40 asset allocation, Active Investment

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.

Dynamic Asset’s adaptive strategy ensures capital protection

Dynamic Asset: The Right Approach for the Times

By Matthew Walker | 09 Sep, 2025 | investment approach, Dynamic Asset Allocation, Adviser investment, Market cycles, investment portfolios, portfolio management, 60 40 asset allocation, Active Investment

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.

Making Sense with Dr Jerome Lander - December 2023

By Jerome Lander | 22 Dec, 2023 | Market cycles, volatile markets, investment risk, portfolio management, jerome lander, economy, High Inflation, Portfolio asset allocation

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.