Mirae Asset Securities "Trump 2.0 Era Pension Investment Requires Global Diversification Strategy"

Mirae Asset Securities announced on the 13th through its 'Pension Investment Opening the Future' letter that it has presented pension investment strategies to respond to changes in the global economic environment amid AI innovation and the Trump 2.0 era.

Recently, due to uncertainties in U.S. stock market interest rate policies and the strengthening of protectionism in various countries, the need to change the existing U.S. tech stock-centered investment strategy has increased, highlighting the necessity to diversify portfolios in pension investments as well. Accordingly, Mirae Asset Securities' investment letter emphasized the importance of adjusting portfolios according to the changing market environment rather than concentrating on specific countries or sectors when managing pension assets. It also mentioned the need to consider a global asset allocation strategy from a long-term perspective rather than being swept away by short-term trends, citing the Chinese market.

China is securing competitiveness with policy support in advanced industries such as AI, and despite the technological hegemony competition with the U.S., there are significant growth opportunities centered on manufacturing and innovative industries.

BYD has established itself as a global leader in the AI deep-sea and electric vehicle markets, and as the 'Made in China 2025' policy approaches its final phase this year, policy support for advanced industries is being concentrated, making China an important factor in global investment strategies.

Jung Hyo-young, Head of the Pension Consulting Division at Mirae Asset Securities, said, "Since pension assets require stable management over the long term, it is important to thoroughly manage risks and continuously monitor them in response to market changes," adding, "Mirae Asset Securities will constantly consider what services customers need and become a trustworthy pension partner."

In the rapidly changing economic environment, Mirae Asset Securities provides an AI algorithm-based 'Robo-advisor Service' and an 'MP Subscription Service' reflecting the strategies of the Customer Asset Allocation Division for customers who find pension investment challenging. Additionally, through the monthly 'Pension Investment Guide,' it promptly delivers market changes and the latest investment trends.