With inflation cooling and growth concerns heating up, the BSP looks set to cut rates sooner than was previously thought.
Turn these simple steps into a checklist to make sure your investment funds are in the right place.
We can look forward to an acceleration in 2025 as household consumption and investments recover.
We may soon see a resurgent property sector coming along with potential rate cuts and a shift in investor mood.
The economy is expected to grow at a steady clip, but inflation remains to be tamed and the timing of rate cuts is crucial.
Yield curve may show some steepening, with players aggressively pricing in cuts by the central bank.
Turn these simple steps into a checklist to make sure your investment funds are in the right place.
When a client’s bond portfolio faced potential reinvestment risks, we saw an opportunity. Through a carefully executed switch trade, we created a strategy for enhanced yields and long-term stability.
Here is what investors need to know about the US elections so far.
Amid a risk-on regime, the S&P 500 and US 10-year yield are showing signs of a potential shift to risk-off in the coming months.
Rate cuts have been pushed back as inflation is expected to remain elevated. The central bank, however, is still expected to ease rates in the next few months. Investors can still take advantage of current yield levels of bonds, while opportunistically getting into equities.
Geopolitics cannot be ignored when investing. Know the right companies, sectors, or assets to own in times of volatility.
Sovereign bonds can be a means for a government to secure funding from foreign investors to help fund its various projects and programs.
We have revised our inflation forecasts for 2024 and 2025 amid weaking inflationary pressures.