---
title: Dynamic Asset Adviser Articles | portfolio management
description: portfolio management | The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing and managed investment services. If you're a financial adviser who is looking for an alternative to conventional managed superannuation and other investments, subscribe to receive regular updates. It's time for a better way.
---

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# ARTICLES

[![](https://www.dynamicasset.com.au/hubfs/The%20cost%20of%20delay%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/the-great-rotation-from-crowded-trades-to-real-assets)

## [The Great Rotation - From Crowded Trades to Real Assets](https://www.dynamicasset.com.au/adviser-articles/the-great-rotation-from-crowded-trades-to-real-assets)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 12 Sep, 2025 | [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Investment](https://www.dynamicasset.com.au/adviser-articles/tag/active-investment)

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### 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. 

[Read More](https://www.dynamicasset.com.au/adviser-articles/the-great-rotation-from-crowded-trades-to-real-assets)

[![Dynamic Asset’s adaptive strategy ensures capital protection](https://www.dynamicasset.com.au/hubfs/The%20right%20approach%20for%20the%20times%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/dynamic-asset-the-right-approach-for-the-times)

## [Dynamic Asset: The Right Approach for the Times](https://www.dynamicasset.com.au/adviser-articles/dynamic-asset-the-right-approach-for-the-times)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 09 Sep, 2025 | [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Investment](https://www.dynamicasset.com.au/adviser-articles/tag/active-investment)

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### 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. 

[Read More](https://www.dynamicasset.com.au/adviser-articles/dynamic-asset-the-right-approach-for-the-times)

## [Navigating Volatile Markets: Dr Jerome Lander's Portfolio Positioning Insights](https://www.dynamicasset.com.au/adviser-articles/portfolio_diversification)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 02 Apr, 2024 | [volatile markets](https://www.dynamicasset.com.au/adviser-articles/tag/volatile-markets), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [jerome lander](https://www.dynamicasset.com.au/adviser-articles/tag/jerome-lander), [economy](https://www.dynamicasset.com.au/adviser-articles/tag/economy), [High Inflation](https://www.dynamicasset.com.au/adviser-articles/tag/high-inflation), [Portfolio asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-asset-allocation)

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With the current level of geopolitical turmoil in the world, coupled with uncertainty in markets based on current valuations and future economic policy, diversification beyond the standard 40/60 model is becoming increasingly important. In our Making Sense webinar this month Portfolio Manager, Dr Jerome Lander discussed the current level of diversification in the portfolios and whey he believes a keen eye on risk is important.

You can watch an excerpt from the webinar (1min 50sec) by clicking the link below.

[Read More](https://www.dynamicasset.com.au/adviser-articles/portfolio_diversification)

## [Dr Jerome Lander on why we hold Gold and Silver](https://www.dynamicasset.com.au/adviser-articles/gold_and_silver)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 16 Mar, 2024 | [volatile markets](https://www.dynamicasset.com.au/adviser-articles/tag/volatile-markets), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [jerome lander](https://www.dynamicasset.com.au/adviser-articles/tag/jerome-lander), [economy](https://www.dynamicasset.com.au/adviser-articles/tag/economy), [High Inflation](https://www.dynamicasset.com.au/adviser-articles/tag/high-inflation), [Portfolio asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-asset-allocation)

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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](https://www.dynamicasset.com.au/adviser-articles/gold_and_silver)

## [Dr Jerome Lander on the recent US Inflation Announcement](https://www.dynamicasset.com.au/adviser-articles/febuary_2024_us_inflation)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 16 Feb, 2024 | [volatile markets](https://www.dynamicasset.com.au/adviser-articles/tag/volatile-markets), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [jerome lander](https://www.dynamicasset.com.au/adviser-articles/tag/jerome-lander), [economy](https://www.dynamicasset.com.au/adviser-articles/tag/economy), [High Inflation](https://www.dynamicasset.com.au/adviser-articles/tag/high-inflation), [Portfolio asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-asset-allocation)

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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](https://www.dynamicasset.com.au/adviser-articles/febuary_2024_us_inflation)

[![](https://www.dynamicasset.com.au/hubfs/Chat%20with%20Jerome%20-%201200%20x%20400.jpg) ](https://www.dynamicasset.com.au/adviser-articles/making_sense_december_2023)

## [Making Sense with Dr Jerome Lander - December 2023](https://www.dynamicasset.com.au/adviser-articles/making_sense_december_2023)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 22 Dec, 2023 | [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [volatile markets](https://www.dynamicasset.com.au/adviser-articles/tag/volatile-markets), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [jerome lander](https://www.dynamicasset.com.au/adviser-articles/tag/jerome-lander), [economy](https://www.dynamicasset.com.au/adviser-articles/tag/economy), [High Inflation](https://www.dynamicasset.com.au/adviser-articles/tag/high-inflation), [Portfolio asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-asset-allocation)

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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](https://www.dynamicasset.com.au/adviser-articles/making_sense_december_2023)

[![The critical levers of a successful avice business](https://www.dynamicasset.com.au/hubfs/Business%20success%20levers%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/explore-the-critical-levers-of-a-successful-advice-business)

## [Explore the critical levers of a successful advice business](https://www.dynamicasset.com.au/adviser-articles/explore-the-critical-levers-of-a-successful-advice-business)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 09 Oct, 2023 | [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Active Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/active-portfolio-management)

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Financial advisers come in many shapes and sizes with various approaches and value propositions to suit their clients and business goals. Yet, all share typical dynamics. Beyond the need to be profitable enough to survive, they need to:

1. Manage business risk and compliance
2. Manage client capacity and cost to serve

[Read More](https://www.dynamicasset.com.au/adviser-articles/explore-the-critical-levers-of-a-successful-advice-business)

[![Challenging the misconceptions of a managed accounts transition](https://www.dynamicasset.com.au/hubfs/Managed%20Accounts%20Transition%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition)

## [Challenging the misconceptions of a managed accounts transition](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 14 Aug, 2023 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [Dynamic Asset Portfolio Construction Tool](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-portfolio-construction-tool), [Managed Portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/managed-portfolios)

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The momentum towards managed accounts is unmistakable. A noteworthy jump from 17% to 56% in the decade to 2023, with Investment Trends highlighting that more advisers are tapping into its potential. By the end of 2022, $144.5B was under management in this model, as noted by IMAP. 

[Read More](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition)

[![Lynette Murray, ActonAdvice](https://www.dynamicasset.com.au/hubfs/Lynette%20Murray%201200px-1.jpg) ](https://www.dynamicasset.com.au/adviser-articles/case-study.-lynette-murray-acton-advice)

## [Case Study: Lynette Murray, ActonAdvice](https://www.dynamicasset.com.au/adviser-articles/case-study.-lynette-murray-acton-advice)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 18 Jul, 2023 | [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [investor client goals](https://www.dynamicasset.com.au/adviser-articles/tag/investor-client-goals), [investment solutions](https://www.dynamicasset.com.au/adviser-articles/tag/investment-solutions)

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## Client satisfaction with business and lifestyle flexibility

[Read More](https://www.dynamicasset.com.au/adviser-articles/case-study.-lynette-murray-acton-advice)

[![Managing risk is complex](https://www.dynamicasset.com.au/hubfs/Managing%20risk%20in%20a%20very%20complex%20market%201200px%5B19%5D.jpg) ](https://www.dynamicasset.com.au/adviser-articles/managing-risk-within-a-very-complex-set-of-market-circumstances)

## [Managing Risk within a Very Complex Set of Market Circumstances](https://www.dynamicasset.com.au/adviser-articles/managing-risk-within-a-very-complex-set-of-market-circumstances)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 13 Jun, 2023 | [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [investor client goals](https://www.dynamicasset.com.au/adviser-articles/tag/investor-client-goals), [investment solutions](https://www.dynamicasset.com.au/adviser-articles/tag/investment-solutions)

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In today's economic and financial landscape, navigating risk has become increasingly challenging due to many factors impacting the global economy and financial markets. The complexities are extensive and quite unlike anything experienced in decades, if ever before. The issues are contributing to the uncertainty and inconsistent market behaviour:

[Read More](https://www.dynamicasset.com.au/adviser-articles/managing-risk-within-a-very-complex-set-of-market-circumstances)

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