Emerging Trends in High Dividend and AI Investments in ETF Market
Kiwoom Asset Management recently launched the 'KIWOOM Korea High Dividend & U.S. AI Tech' ETF, drawing significant attention. This fund aims for long-term dividend growth by mixing domestic high dividend stocks and U.S. AI tech stocks at a 7:3 ratio and adjusts asset allocation monthly to optimize portfolio management. It offers investors sustainable dividend income and tax benefits, thus being positively received.
Globally, major tech companies are heavily investing in AI infrastructure. Companies like Alphabet, Meta, Amazon, and Microsoft are increasing demand for data centers and power infrastructure, attracting attention to AI power infrastructure-related ETFs. This provides an opportunity for investors to invest in the growth and innovation of tech infrastructure.
Meanwhile, Nam Yongsoo, an Executive Director at Korea Investment Management, advises focus on U.S. long-term bonds and the Vietnam market. The expected rise in long-term bond prices due to interest rate cuts and the financial reform in Vietnam anticipated to attract foreign investment, leads to a positive outlook for related ETF products. Additionally, global AI and domestic shareholder return sectors are considered promising in the long term, with a recommendation to invest in products focused on shareholder returns of small to medium-sized enterprises.
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