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Monthly Economic Update: Waiting on Jay Powell
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MODEL PORTFOLIO THE GIST
NEWS AND FEATURES
Global Philippines Fine Living
INSIGHTS
INVESTMENT STRATEGY
Economy Stocks Bonds Currencies
THE BASICS
Investment Tips Explainers Retirement
WEBINARS
2024 Mid-Year Economi Briefing, economic growth in the Philippines
2024 Mid-Year Economic Briefing: Navigating the Easing Cycle
June 21, 2024
Investing with Love
Investing with Love: A Mother’s Guide to Putting Money to Work
May 15, 2024
retirement-ss-3
Investor Series: An Introduction to Estate Planning
September 1, 2023
View All Webinars
DOWNLOADS
economy-ss-9
Economic Updates
Inflation Update: Faster but full-year average within target
September 5, 2025 DOWNLOAD
948 x 535 px AdobeStock_433552847
Reports
Monthly Economic Update: Waiting on Jay Powell
September 2, 2025 DOWNLOAD
コンテナターミナル
Economic Updates
Philippines Trade Update: Trade deficit narrows but not a sign of strength
August 29, 2025 DOWNLOAD
View all Reports

Model Portfolio

Asset allocation recommendations to help clients choose portfolios according to their risk appetite and financial goals

All Risks

Discover professionally managed portfolios tailored to different risk appetites

Recommended For conservative Investors
conservative Risk

A low-risk, conservative portfolio designed for liquidity and stability

100% Money Market

VIEW PORTFOLIO
Recommended For moderate Investors
moderate Risk

A moderate risk portfolio designed for steady income and growth potential

100% Fixed Income

VIEW PORTFOLIO
Recommended For aggressive Investors
aggressive Risk

A growth-oriented balanced strategy

50% Fixed Income — 50% Equity

VIEW PORTFOLIO
aggressive Risk

A growth strategy with managed equity exposure

70% Fixed Income – 30% Equity

VIEW PORTFOLIO
aggressive Risk

A strategy designed for high-growth potential

30% Fixed Income — 70% Equity

VIEW PORTFOLIO
aggressive Risk

A strategy designed for accelerated growth

100% Equity

VIEW PORTFOLIO
AVAILABLE PORTFOLIOS

Conservative Risk

An investment strategy designed to prioritize stability and minimize potential losses, typically invested in money market funds, government bonds, and short-term fixed-income securities

Recommended For Conservative Investors
conservative Risk

A low-risk, conservative portfolio designed for liquidity and stability

100% Money Market

VIEW PORTFOLIO
AVAILABLE PORTFOLIOS

Moderate Risk

An investment strategy focused on income and potential for capital appreciation, primarily investing in fixed-income securities that provide steady returns through coupons and regular distributions

Recommended For Moderate Investors
moderate Risk

A moderate risk portfolio designed for steady income and growth potential

100% Fixed Income

VIEW PORTFOLIO
AVAILABLE PORTFOLIOS

Aggressive Risk

An investment strategy focused on income and capital growth, primarily investing in stocks, equity funds and various fixed-income securites

Recommended For Aggressive Investors
aggressive Risk

A growth-oriented balanced strategy

50% Fixed Income — 50% Equity

VIEW PORTFOLIO
aggressive Risk

A growth strategy with managed equity exposure

70% Fixed Income – 30% Equity

VIEW PORTFOLIO
aggressive Risk

A strategy designed for high-growth potential

30% Fixed Income — 70% Equity

VIEW PORTFOLIO
aggressive Risk

A strategy designed for accelerated growth

100% Equity

VIEW PORTFOLIO

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