Volatile Q2... Which 6 "Promising Funds" Has KB Asset Management Selected?

Strategic Fund Proposals for AI, Dividends, and KOSDAQ Investments

On April 23, KB Asset Management proposed six funds as alternative investment options for the volatile market conditions in the second quarter.

The company explained that, in a situation where expectations for interest rate cuts have receded and concerns over reignited inflation coexist, it is focusing on a strategy that prioritizes securing "earnings growth stocks" and "policy beneficiary stocks," where profit growth is evident even in a high interest rate environment, rather than making short-term moves based on interest rate direction.

KB Asset Management also noted the recent trend of major companies' improving earnings and expectations for an end to conflict in the Middle East, both of which are contributing to a gradually stabilizing market environment. The company believes that if geopolitical risks ease and energy prices stabilize, market attention will shift toward the fundamental strengths of individual companies.

As for promising funds, the firm first suggested the "KB RISE Global AI Value Chain ETF MoaDream," which broadly reflects the benefits of the global spread of artificial intelligence (AI). This fund invests across the entire AI ecosystem—including semiconductors, power infrastructure, cloud, software, and physical AI—helping to mitigate concentration in specific sectors, manage volatility, and pursue long-term growth.

Next, it recommended the "KB New Korea" Fund and the "KB Active Dividend" Fund. These funds invest in six key strategic industries—AI, bio, advanced manufacturing, eco-friendly energy, and others—aligned with domestic investment strategies. In particular, the "KB Active Dividend" Fund targets dividend growth stocks capable of steadily increasing dividends based on solid financial structures, rather than simply focusing on high-yield stocks, in pursuit of excess returns.

For investors interested in the KOSDAQ market, the company proposed the "KB Star KOSDAQ 150 Index" Fund, analyzing that a full-scale execution of policy funds could improve demand and lead to a flexible rebound.

For conservative investors, the "KB US Short- and Mid-Term Treasury Bond" Fund was introduced. Medium- and short-term bonds have lower interest rate sensitivity compared to long-term bonds, making them advantageous for managing volatility while providing stable income.

In terms of asset allocation strategy, the "KB Global Representative Asset Diversification" Fund was highlighted. Based on a traditional asset allocation of 60% equities and 40% bonds, this fund diversifies investments across the United States, Europe, and emerging markets, aiming to achieve both stability and growth.

Jang Soonmo, Head of Product Strategy at KB Asset Management, said, "The acceleration of the AI investment cycle and improvements in corporate earnings are shifting the market's focus back to growth and performance," adding, "In the second quarter, it is important to focus on strategies centered on earnings momentum and to secure leading investment themes, rather than reacting solely to macroeconomic variables."

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