Helping Individual Investors Navigate the Market
In this episode, Kate sits down with Kyrill Astur, CEO of portfolio management firm Centerfin. Kyrill brings a background from Wall Street and hedge funds to his current role helping individual investors navigate the market challenges while investing for their future.
In today’s episode, Kate and Kyrill discuss
-How Kyrill developed his view of institutional vs. retail investing, and why he decided to bring an endowment-style approach to the retail market
-Why investors need exposure beyond traditional asset allocation
-Why active management makes sense in certain parts of the market
-In which asset classes does active management make sense right now?
-What approach using active and passive management does Krill suggest?
-What is a macro strategy, and should you be basing your investment mix on that?
-Why the financial services industry’s incentives are not always aligned with individual investors’ needs.
-Do you still need equity exposure in this bear market?
-What kind of fixed-income exposure should you hold right now?
-How should you make portfolio adjustments depending on what is going on in the market?
-Is the roboadvisor concept of automatic rebalancing still in investors’ best interest?
-What is Kyrill’s view of distressed credit as part of a portfolio?
-What advantage can an active fund manager bring in the emerging market space?
How to reach Kyrill:
kyrill@centerfin.co
Twitter: @wallsthobbes
Links mentioned in this episode: https://www.marketbeat.com/all-access
This podcast is hosted by ZenCast.fm
Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. As an investment advisor and financial planner, Kate personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies.
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