Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies
· Orion's The Weighing Machine
Guest:Kim Arthur
The start of the year is always interesting for investors and advisors. In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC.
Kim has been in the finance sector for 35 years. At Main Management, he’s laser-focused on delivering beta plus strategies to clients. According to Kim, investors should keep more of their returns by having control over costs and taxes.
Kim talks with Rusty and Robyn about thematic investing, active strategies, and insightful investment predictions for 2022.
Key Takeaways
[01:03] - Tougher Federal Reserve, higher interest rates, and higher cases in COVID. [05:39] - Stock market return estimate in 2022. [06:40] - Kim Arthur’s insights on inflation. [08:04] - How investors can diversify equity risk. [10:08] - What is thematic investing? [11:44] - What’s the rule of thumb when portioning your investment portfolio? [12:29] - What’s the active sector rotation strategy? [14:17] - The promise of international stocks to outperform in 2022. [15:23] - What negative surprises might come in 2022? [19:32] - Resources for investors and advisors.
Quotes