InLife’s Amorsolo Circle members get tips on investing in the New Economic Order

More than 200 Amorsolo Circle members, all VIP clients of Insular Life (InLife), had a better understanding of how to make wise investment decisions after attending the forum ‘Bridging the Gap: Investing in the New Economic Order.’

InLife bridging the gap — (From left) InLife Portfolio Analyst Albert Castillo, Franklin Templeton’s Eugene Lau and Christy Tan; JP Morgan Asset Management’s Supreet Bhan; Fidelity International’s Shuangwei Liao; and InLife Equities Fund Manager Ron Lantin discuss how to invest in the New Economic Order.

The Forum was held at the Fairmont Hotel in Makati City in partnership with ATR Asset Management (ATRAM). Bringing together experts from three fund management companies: JP Morgan Asset Management, Fidelity International, and Franklin Templeton, the panelists discussed a new economic order where interest rates could remain high for a longer period of time, affecting investments, particularly fixed-income instruments and equities.

Supreet Bhan, JP Morgan Asset Management Executive Director and Southeast Asia Funds Head, talked about the outlook for stocks and bonds, beginning with a discussion on how the US Federal Government has increased interest rates to levels unsurpassed in more than two decades.

According to Mr. Bhan, a 60/40 portfolio of stocks and bonds could potentially give good total returns. InLife’s Global Multi-Asset Income-Paying Fund has the same goals and continues to deliver attractive income payouts despite market volatility because it is invested in a globally diversified portfolio with a quality tilt.

Meanwhile, Shuangwei Liao, Fidelity Investments’ Senior Intermediary Sales Manager for Southeast Asia, discussed the latest trends in Global Tech Investing, going over the vast technology ecosystems including semiconductors, hardware, software, and the internet. Liao explained the connection between risks coming from geopolitical tensions, and opportunities from re-shoring and automation of technological inputs. InLife’s answer to this is its Peso Global Technology Fund with its long-term investment option for policyholders seeking to benefit from strong trends in digital transformation.

Franklin Templeton’s Eugene Lau, Vice President for Southeast Asia Financial Institutions, and Christy Tan, Investment Strategist, talked about the advantages of staying invested in US companies that could bring strong growth prospects. Inflation is slowing in the US which supports the probability of a soft landing. US equities have rebounded due to mega-cap technology stocks. Overall, US corporations may continue to be profitable vis-à-vis other developed markets.

‘Bridging the Gap: Investing in the New Economic Order’ is one of the perks InLife’s Amorsolo Circle members enjoy with their membership.

“The Amorsolo Circle is InLife’s exclusive program for its VIP policyholders. We provide market and fund performance updates so our clients can make informed decisions about their investments. Aside from these, we have also held social events so they can enjoy and have some respite from their busy schedules. In the past we have hosted food and wine pairings, and treated them to musical performances, and art exhibition,” said Divina P. Gillego, InLife Marketing Division’s High Net-Worth Individuals Segment Head.

Gillego added that these gatherings are held not just to provide Amorsolo Circle members with memorable experiences but also to elevate InLife’s relationship with these privileged members. She added that other perks of AC members include priority servicing lanes, relaxed underwriting requirements, and exclusive product offers, among others.

Policyholders with active InLife policies, with total premium contributions of at least P1 million from regular pay products, or P10 million from single pay products are automatically enrolled in the Amorsolo Circle Program.

For more information on the Amorsolo Circle program, get in touch with an InLife Financial Advisor, UnionBank Relationship Manager, or UFSI* Wealth Relationship Manager, or go to the InLife website at https://www.insularlife.com.ph/contact-us.

*UnionBank Financial Services and Insurance Brokerage Inc.