KB Securities Publishes New Year’s Edition of Asset Management Solution Book ‘KB Wealth Compass’

[Asia Economy, reporter Lee Minji] KB Securities announced on January 9 that it has published the New Year’s edition of its client asset management solution book, ‘KB Wealth Compass,’ which contains investment strategies.

‘KB Wealth Compass’ is a comprehensive asset management guidebook published monthly to provide practical assistance for clients’ investment decisions. All clients can access it through the ‘Today’s Pick’ section under the financial products menu on the home screen of KB Securities’ MTS M-able app. In addition to the New Year’s edition, it is also published in print twice a year and distributed at branches.

The New Year’s edition presents ‘income investment strategies’ as the key focus for 2023. Income-oriented assets have the advantage of allowing for flexible portfolio allocation in response to changes in financial markets, enabling efficient risk management and the potential for additional returns through regular interest and dividend payouts.

KB Securities forecasts a ‘slow start, strong finish’ trend for the global economy next year, emphasizing the importance of ‘defensive investing.’ The company’s core portfolio strategy for the first half of the year is to use bonds, which have become more attractive due to higher interest rates, as ‘defensive midfielders’ to generate income. As the year progresses into the second half, it expects that actively utilizing ‘offensive’ assets such as growth and momentum stocks will increase the portfolio’s expected return. In addition, KB Securities suggests seeking long-term investment opportunities in robust thematic industries such as robotics and renewable energy.

To mark the publication of the New Year’s edition, KB Securities is also holding a client event. The first 500 clients who view ‘KB Wealth Compass’ on M-able and answer a quiz correctly will receive a 5,000 won online coupon that can be used to subscribe to a fund product.

Shin Dongjun, Head of WM Investment Strategy at KB Securities, stated, “There is an old saying, ‘A wise rabbit digs three burrows’ (Gyotosamgul),” and added, “In 2023, the Year of the Black Rabbit, we will navigate the challenging investment environment with the prudence and wisdom of the ‘black rabbit,’ and, by reaffirming KB’s philosophy that ‘the answer always lies with the client,’ we aim to continue being a trusted investment partner with whom clients can confidently communicate in the New Year.”

This content was produced with the assistance of AI translation services.