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You Are Invited

As part of our goal to help you become one step closer to achieving your dreams and become lifetime partners for prosperity, Sun Life Asset Management Company, Inc (SLAMCI) invites you to attend our collection of events that aim to help you learn the basics of investing, better understand what mutual funds are and finally, build brighter future towards total  financial freedom.  Register to any of our events today!

About the Event: Bright Talks sessions set the landscape for individual who are looking for bright opportunities to save their money, start investing and build wealth through investments in mutual funds.


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Join us on the next Bright Talk

Talk to one of our MF Advisors

 Date: June 22, 2023

 Time: 4:00-5:00 P.M.    

Missed the recent webinar? Catch up here!

Key Takeaways 


Market Opportunity Ahead

  • Financial crisis is already a norm. It happens every once in a while. The government always steps in to prevent this and provide solution. Remain disciplined and invested.
  • NASDAQ rally: Investors are positioning early for next year’s uptrend, as an effect of pausing and cutting rates
  • Global/Asia: China re-opening is key 
  • Direct impact to PH: Expect that Chinese tourism will increase 
  • Direct Impact globally: Expect that there will also be influx of imports from other countries driving global GDP
  • On Taiwan and China: The real conflict lies more between U.S. and China. There’s a risk of having miscalculation between these two countries which may be low probability for now, but can be considered as high impact event when it arises. Great powers will not look for conflict.

What It Means for Your Investments/Savings

  • Philippines’ moderating inflation will lead to less aggressive BSP rate hikes. 
  • PSEi valuation is already close to GFC-low. Foreign ownership is at decade lows.
  • The catalysts for foreign inflows in PH: F/X stabilization, liquidity, low inflation, and new IPOs.
  • Very few PH banks have exposure on US Banks. We are overweight on banking sector as with higher interest rates, they can lend high and borrow low.

What You Should Do

  • Build the right portfolio
  • Re-assess risk profile/Re-allocate
  • Invest via cost averaging
  • Focus on growth and value
  • Have an investment/savings plan
  • Time in the market is more important over timing the market

Source: Jimmy Weng, Head of Equities, Asia - Sun Life Assurance Company of Canada

Market Opportunities Ahead
  • China's reopening has a huge positive impact on global markets and expresses a more business friendly tone
  • The pandemic-induced supply chain shortages appear to be improving
  • The market is poised to improve, provided there are no energy price spikes, Ukraine-Russia conflict does not escalate, and oil supply chains remain strong
  • The bigger part of the rate hikes appear to be behind rather than ahead of us
  • Liquid assets (i.e., cash and cash equivalents, money market funds, T-bills, time deposits, among others) have a return for the first time in a decade

How These Affect Your Investments/Savings

  • For Bonds. Given the stabilization in interest rates, we see better opportunities for bond funds
  • For Equities. Global equities will stabilize once the Fed stops raising rates. Tech is already rebounding as tech stock investors anticipate lower rates moving forward. Volatility will remain
  • On the Banking Turmoil. The extraordinary interventions of central banks restored confidence and averted a global financial/ banking crisis. Local banks and financial institutions here are sound and stable, with no problems that the US regional banks or Credit Suisse faced

What You Should Do

  • Consider cash and cash alternatives. SLAMCI's money market funds, including Peso Starter Fund and Dollar Starter Fund, can potentially do better than savings accounts
  • Consider SLAMCI's Peso Bond Fund outlook. Bond Funds will benefit from inflation and rates going down, which will lead to potential price appreciation
  • Expect volatility in equities. Our Sun Life PSEi 2023 target is 7,850 but this comes with risk

Source: Andrew Gan, Managing Director - Beacon Holdings Inc.

Disclaimer. This material is for your reference only and does not constitute advice given by SLAMCI. Please review your financial needs depending on your personal situation and objectives.

About the Event: MF101 session connects you to the basic concepts and ideas of investing in mutual funds (MF) to help you understand how MF investments work and how you can benefit from it into becoming bright investors of tomorrow. 

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Join the next Mutual Funds 101

Talk to one of our MF Advisors

 Date: June 13, 2023

 Time: 2:00-3:00 P.M.

About the Event: Narrowing your options to the best fund that suits your need may be a challenge for some. In Fund in Focus sessions, we help you understand the nature of each featured fund, its risks, earning potential, and how it can answer your investment goals.


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Join us on next Fund in Focus

Talk to one of our MF Advisors

 Date: June 27, 2023

 Time: 10:30 - 11:30 A.M.

Talk to an Advisor to know how you can invest in the Sun Life Prosperity Funds

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