Following President Trump’s Tariff Liberation Day announcement on 4/2/25.
On 4/5/25, Thuy Tran, KYUR CIO, presented a webinar on the potential impact of tariffs and investing in a world where economies are beginning to deglobalize as a result.
Partnering with an RIA – Investing in an Era of 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 will 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
0.45 – Slide presentation begins
0.55 – Intro to KYUR
3.55 – Building your Financial Legacy through the 7Ps
5.05 – Importance of Portfolio Management experience
8.13 – Perspective Matters
11.19 – KYUR is a Risk Manager
13.10 – Evaluating performance over a full market cycle
14.35 – KYUR’s investment process
18.21 – Products and Pricing
21.55 – Protection and Transparency
22.50 – Importance of forming a Partnership with clients
24.48 – How to invest in a time of Deglobalization
27.20 – Sector and Stock Selection will matter
28.38 – Competitive Dislocations = Winners and Losers
30.45 – Earnings will matter
32.06 – Total Wealth Solution, comprised of Active + Long Short strategy, are best suited
36.53 – It’s a Professional Investor’s market
