REITs and infrastructure stocks regain favor as investors seek stable income, predictable cash flows, and resilience amid uncertain growth and capped bond upside.
Low inflation opens room for BSP easing in 2026, but peso stability limits how far rates can fall. Any cuts are likely to be cautious and defensive rather than growth-driven.
Philippine growth slowed sharply late 2025, pushing the economy below trend as weaker consumption and delayed public spending weigh on momentum heading into 2026.