Mirae Asset Global Investments said on the 30th that it selected "H.O.R.S.E" as the exchange-traded fund (ETF) investment keywords investors should watch in 2026, the byeongo year, the year of the red horse.
Mirae Asset Global Investments projected that in 2026 the growth centered on artificial intelligence (AI) and the strength of the Korean stock market will continue, and presented five investment keywords to watch.
"H.O.R.S.E" stands for Humanoid, On going (steady installment investing), Rerating Korea, Super cycle, and Easy income (easy monthly dividends).
Mirae Asset Global Investments first presented humanoid as the first keyword, saying the humanoid robot industry is expected to enter a full-fledged growth phase. Related ETFs are ▲ TIGER China Humanoid Robot ▲ TIGER Korea Humanoid Robot Industry.
It then presented "steady installment investing" as a valid strategy as well. Given the policy environment ahead of the Trump administration's midterm elections and the rate-cutting phase, it said a dollar-cost averaging strategy using major U.S. indexes remains effective. It also noted that, as geopolitical risks expand, continued interest in gold asset is necessary. Related ETFs are ▲ TIGER U.S. S&P 500 ▲ TIGER U.S. Nasdaq 100 ▲ TIGER KRX Gold Spot.
Next, for Rerating Korea, it projected that improvements in corporate governance, expanded shareholder returns, and expectations for inflows of global funds will combine to sustain a phase of valuation reassessment across the domestic stock market. Related ETFs are ▲ TIGER 200 ▲ TIGER Korea Tech Active ▲ TIGER Korea Dividend Dow Jones.
It also presented the super cycle as a core keyword. As the AI leadership race among U.S. big tech corporations continues, growth and investment across related industries will follow, and, accordingly, it projected continued structural benefits across the U.S. semiconductor industry and AI power infrastructure, including AI data centers and power facilities. Related ETFs include ▲ TIGER Korea AI Power Equipment TOP3 Plus ▲ TIGER Semiconductor TOP10 ▲ TIGER U.S. Tech TOP10 INDXX ▲ TIGER U.S. Philadelphia AI Semiconductor Nasdaq ▲ TIGER U.S. AI Power SMR.
Lastly, it presented a monthly dividend strategy. With macroeconomic uncertainty persisting amid valuation pressure in global stock markets and expanding geopolitical risks, it analyzed that investor demand will grow for dividend products that seek stable cash flow. Related ETFs are ▲ TIGER U.S. Nasdaq 100 Target Daily Covered Call ▲ TIGER U.S. Ultra-Short (under 3 months) Government Bonds ▲ TIGER REITs Real Estate Infrastructure.
Kim Su-jeong, head of content at Mirae Asset Global Investments, said, "In 2026, with the continuation of the AI trend and multiple variables such as the U.S. midterm elections, an investment strategy that once again balances 'AI,' 'growth,' and 'safe assets' will be needed," adding, "Building a portfolio tailored to the changing market in 2026 will determine returns, and it is important to create your own ETF portfolio along with the H.O.R.S.E strategy."