Geopolitical Risk
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March 2026 ETF Model Portfolio: The KORUS (US & South Korea) Strategy
The March 2026 KORUS (Korea-US) ETF Model Portfolio is strategically designed to provide dual-layered protection and targeted growth. By combining US-listed megatrend ETFs—focusing on Artificial Intelligence, Quantum Computing, and Global Defense—with tax-efficient South Korean-listed equivalents, this portfolio offers an optimal,… Continue reading
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Beyond Nukes: The Dawn of AI Warfare
Explore the geopolitical shift from the New START treaty collapse to the rise of AI warfare, and discover the macro investment implications for the global defense and semiconductor sectors. Continue reading
