Partnering with an RIA to help invest in an era where world economies are beginning to deglobalize
On 4/5/25, Thuy Tran, KYUR CIO, presented a webinar on investing in a world where economies are beginning to deglobalize due to tariffs.
KYUR and Deglobalization
There are three key takeaways. Firstly, he expects continued market volatility for the foreseeable future. For investors who seek to work with an investment professional, they should partner with an experienced RIA who has demonstrated they can manage money over several different market cycles. Secondly, the market is entering a period of deglobalization that will lead to competitive dislocations within sectors. Sector allocation and Stock selection will matter. Earnings matter, and now is the time for more concentrated Active strategies rather than diversified Active or Passive strategies. And for accredited investors, incorporating long-short strategies will help manage the volatility. Thirdly, it’s a Professional investor’s market.
Here are the key highlights
0:00 – Opening remarks
1.40 – Slide presentation begins
4.43 – Building your Financial Legacy through the 7Ps
5.53 – Importance of Portfolio Management experience
9.00 – Perspective Matters
12.05 – KYUR is a Risk Manager
13.57 – Evaluating performance over a full market cycle
15.23 – KYUR’s investment process
23.35 – Importance of forming a Partnership with clients
25.35 – How to invest in a world that is going through deglobalization
28.08 – Sector and Stock Selection will matter
29.24 – Competitive Dislocations = Winners and Losers
32.25 – Earnings will matter
32.55 – Total Wealth Solution comprised of Active + Long Short strategy are best suited
41.29 – It’s a Professional Investor’s market
