One of the most important shifts in markets right now isn’t about whether investors are “risk on” or “risk off”.
One of the most important shifts in markets right now isn’t about whether investors are “risk on” or “risk off”.
For years, financial advisers have managed portfolios through the familiar ups and downs of the market cycle - corrections, recoveries, recessions, and rallies. But the environment we’re in now is different. This isn’t just another market phase; it reflects a structural shift in how economies and markets are behaving.
As we move into 2026, the investment world looks materially different from the environment in which Strategic Asset Allocation (SAA) became the dominant portfolio framework.
For the past few years, we’ve been saying that traditional strategic asset allocation (SAA) is going to stuggle going forward, and therefore no longer fit for purpose in a world defined by geopolitics, deglobalisation, sticky inflation, and unsustainable debt levels.
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Advisers know that the risks of following an outdated investment approach, or one that may not work well in these times, extends well beyond poor portfolio performance.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.
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.
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.
