Local Stocks vs Global Stocks


Local Stocks vs Global Stocks: Is It Time to Look Beyond Borders?

As of June 2026, many local equity-based funds continue to face challenges, with most showing negative year-to-date and year-over-year returns. While the Philippine market remains an important part of the investment landscape, many investors are asking a practical question:

Should a portion of my investments be positioned globally?

According to Sun Life Investment Management, global investing allows investors to access a wider range of economic growth drivers, industries, and companies that may not be available in the local market. Global diversification can also help reduce concentration risk by providing exposure to different economies and sectors around the world.

Today, some of the strongest growth opportunities are found in global markets, particularly in technology, artificial intelligence, cloud computing, digital infrastructure, and emerging economies. Sun Life notes that global technology companies continue to benefit from rapid innovation and increasing worldwide demand, making them attractive long-term growth opportunities.

The performance of Sun Life's global funds reflects this trend. As of June 8, 2026, several global funds have delivered double-digit gains, significantly outperforming many local equity-oriented funds during the same period.

Global investing is not about abandoning the Philippine market. Rather, it is about expanding your opportunities and allowing your portfolio to participate in growth wherever it happens.

For investors with a long-term horizon, global funds may provide access to:

• World-leading technology companies
• Developed and emerging market growth opportunities
• Greater diversification across industries and regions
• Potential for stronger long-term capital appreciation

The future of investing is no longer limited by geography. As markets evolve, investors who position themselves globally may be better equipped to capture opportunities beyond their home market.

Past performance is not indicative of future results. All investments carry risks, and investors should consider their financial objectives and risk tolerance before investing.

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