Setting the Investment Agenda for 2026: ATR FAMI’s Market Outlook Forum

ATR Financial Advisory & Management Inc. (ATR FAMI) successfully opened the year with its Market Outlook event on January 14, 2026, held at The Blue Room, Ayala Tower 1, Makati City. The forum welcomed our clients and partners, underscoring strong interest in understanding the global and local market environment as investors navigate an evolving economic landscape.

The program featured both global and Philippine market outlooks, offering attendees timely, actionable insights to help build resilient portfolios amid persistent uncertainty.

Global Market Outlook: Building Resilient Portfolios Across Asset Classes

The global perspective was delivered by Mr. Anis Tiasiri, Executive Director and Senior Client Advisor for the Southeast Asia Funds Team at J.P. Morgan Asset Management.

Mr. Tiasiri emphasized that volatility is expected to remain a structural feature of markets, and that the greater challenge for investors today lies in managing uncertainty. He noted that while credit spreads are tight, interest rates are now at more reasonable levels, creating selective opportunities across asset classes. His discussion highlighted the importance of diversification, discipline, and active portfolio construction in achieving long-term resilience.

Local Market Outlook: From Weakness to Recovery

Providing the local market perspective was Mr. Phillip Frederick Hagedorn, President and Chief Investment Strategist of ATRAM Trust Corporation, who brings over 35 years of experience in equities and asset management.

Mr. Hagedorn shared a cautiously optimistic view on the Philippine economy, noting that the Philippine macro outlook is gradually improving, though a sustained recovery will rely on fiscal discipline, peso stability, and policy clarity. While risks persist, catalysts such as easing inflation, normalized infrastructure spending, and recovering Emerging Markets sentiment may support broader growth in 2026, with logistics, outsourcing, and infrastructure-linked sectors offering selective opportunities.

Unveiling the New ATR FAMI Brand and Vision

A key highlight of the event was the unveiling of the new ATR FAMI branding, led by Mr. Noel Tordesillas, Senior Vice President of ATR FAMI. Mr. Tordesillas shared the firm’s renewed vision:

“To make world-class financial solutions accessible, simple, and impactful for every client we serve.”

He also walked attendees through ATR FAMI’s key milestones following its partnership with ATRAM, underscoring how the collaboration strengthens the firm’s ability to serve clients better.

Under this partnership, clients can expect:

• Stronger service through enhanced client support and engagement
• Deeper research backed by ATRAM’s institutional expertise
• Better systems and technology to improve overall client experience

Importantly, Mr. Tordesillas emphasized that clients will continue to receive the same disciplined fund management they trust, now reinforced by improved infrastructure, broader insights, and a wider range of investment products. With ATR FAMI now supported by a parent company with extensive industry experience and a strong technology focus, clients gain access to more solutions tailored to diverse financial goals.

Looking Ahead

The event concluded with a call for clients to engage more closely with ATR FAMI—reaching out to their Relationship Managers to explore new opportunities and visiting the firm’s new office locations in Makati and Cebu.

As ATR FAMI moves forward under its refreshed brand, the Market Outlook forum reaffirmed the firm’s commitment to clarity, partnership, and long-term value creation—helping clients navigate volatility with confidence and purpose.