Uploaded January 2024 | Updated September 2026, 1 hour ago
2024 COL Premium Huddle: Outplay the Market
Recorded LIVE on January 27, 2024
- Program starting soon [0:00]
- Introduction [1:18]
- Opening Remarks from COL President and CEO Dino Bate [2:23]
- Intro to Panel Discussion [6:28]
- LIVE Poll: Where do you believe the market will go in the next 3-6 months? [9:00]
- What could derail the bullish outlook on the market? [13:13]
- On a technical POV, what is the current market landscape for the next 3-6 months [31:35]
- April Tan's Stock Picks: Resilient stocks we can consider this 2024 [40:25]
- Juanis Barredo's trading recommendations: [44:36]
- How to outplay the market on a technical perspective? [49:26]
- COL Premium Clients' Top Requested Stocks [55:51]
- Advance Questions [1:33:10]
- Economy: How do you foresee interest rates in 2024? [1:33:37]
- Economy: Do we expect another round of inflation? [1:34:40]
- Economy: What are the catalysts for foreign funds to go back to PSEI? [1:35:29]
- PH Outlook: What are the best and worst-case scenarios in the local stock market? [1:37:15]
- Sector Outlook: Which sectors will lead or will lag the market? [1:39:40]
- REITs: Will they recover this 2024? [1:40:31]
- Live Q&A [1:44:12]
- Fixed income strategy [2:08:22]
- Algorithmic Trading [2:24:51]
- Meralco or SPNEC? [2:11:00]
- Market Sentiments [2:14:42]
- Key Takeaways [2:27:00]
2024 COL Premium Huddle: Outplay the Market
Recorded LIVE on January 27, 2024
- Program starting soon [0:00]
- Introduction [1:18]
- Opening Remarks from COL President and CEO Dino Bate [2:23]
- Intro to Panel Discussion [6:28]
- LIVE Poll: Where do you believe the market will go in the next 3-6 months? [9:00]
- What could derail the bullish outlook on the market? [13:13]
- On a technical POV, what is the current market landscape for the next 3-6 months [31:35]
- April Tan's Stock Picks: Resilient stocks we can consider this 2024 [40:25]
- Juanis Barredo's trading recommendations: [44:36]
- How to outplay the market on a technical perspective? [49:26]
- COL Premium Clients' Top Requested Stocks [55:51]
- Advance Questions [1:33:10]
- Economy: How do you foresee interest rates in 2024? [1:33:37]
- Economy: Do we expect another round of inflation? [1:34:40]
- Economy: What are the catalysts for foreign funds to go back to PSEI? [1:35:29]
- PH Outlook: What are the best and worst-case scenarios in the local stock market? [1:37:15]
- Sector Outlook: Which sectors will lead or will lag the market? [1:39:40]
- REITs: Will they recover this 2024? [1:40:31]
- Live Q&A [1:44:12]
- Fixed income strategy [2:08:22]
- Algorithmic Trading [2:24:51]
- Meralco or SPNEC? [2:11:00]
- Market Sentiments [2:14:42]
- Key Takeaways [2:27:00]
![COL Investor Summit 2025 | CREIT
COL Investor Summit 2025 | CREIT
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Featuring Oliver Tan, CREIT President and CEO
Introduction [0:00]
Brief overview of CREIT and its current asset portfolio [1:54]
CREITs guaranteed base lease vs. the variable lease component [4:09]
CREITs additional 1GW comparison to current capacity and yield [7:00]
CREITs three-year seasoning period coverage [8:55]
CREITs long-term goals after the 1GW addition [10:49]
CREIT on asset injections [12:04]
Is SM a public shareholder for CREIT? [14:11]
CREITs current public float and benefits from SMs entry [15:06]
CREIT on protecting their retail shareholders interests in asset injections [16:29]
CREIT on transactions with sponsors impact on current yield [18:15]
CREITs vulnerability to volatility and other risks [22:15]
CREIT on dividend payouts [25:10]
CREITs allowable debt level [27:22]
Why you should consider CREIT? [30:38]
Risks to look out for when investing in CREIT [33:55]
COL Moderators Key Takeaways [36:44]
Get the full insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC) from this video: https://youtu.be/U_JiAyYYMU8
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com. COL Investor Summit 2025 | CREIT](https://i.ytimg.com/vi/DpjFBLp7ceo/mqdefault.jpg)
![Actively Investing for Growth Even When the Market Says No | COL Conversations with CMI
COL Conversations with COL Investment Management, Inc.
COL Strategic Growth Fund: How To Actively Invest Even When the Market Says No
Marvin Fausto, Zerge Zandueta, and Chino Tobias
Recorded on November 16, 2023
đź”— To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- Market Outlook: Trends to watch [01:59]
- Strategy to consider to take advantage of market trends [20:44]
- Security Selection: How to choose which securities to buy given the environment [23:47]
- Framework to use in todays environment [28:41]
- Characteristics to look for in todays stocks [34:52]
- Universe of Philippine stocks to consider [35:24]
- COL Strategic Growth Equity Fund [41:30]
- How does CSG differ from other active equity funds? [48:12]
#philippinestockmarket #CMI #COLconversations #COLFinancial Actively Investing for Growth Even When the Market Says No | COL Conversations with CMI](https://i.ytimg.com/vi/E-s53v7yow4/mqdefault.jpg)

![Market Outlook | COL Mid-Year Market Outlook 2023
Fundamental Market Outlook by April Lynn Tan, CFA
Recorded on July 22, 2023
- Introduction [00:00]
- PSEi performance overview [0:48]
- Factors why PH market can outperform vs US market [4:00]
- Risks to the bullish view of the US economy [5:10]
- How will the Philippines be affected with US economic risks? [13:51]
- Overview of the PH fundamentals [17:10]
- Risks to the PH market [25:23]
- Recommended strategy [27:05]
- Stock picks [29:07]
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL Financial is regulated by the Securities and Exchange Commission. For any questions and concerns, send us a message at helpdesk@colfinancial.com.
#colfinancial #philippinestockmarket Market Outlook | COL Mid-Year Market Outlook 2023](https://i.ytimg.com/vi/E_8IwJHVtF4/mqdefault.jpg)

![Managing Your Money to Design the Life You Want | COL Investor Summit 2023
COL Investor Summit 2023: Investing Strategies for the Smart Investor
Managing Your Money to Design the Life You Want
Enrique Fausto, CFA | Chief Financial Architect, IFE Management
Recorded on June 10, 2023
- Introduction [0:00]
- Enrique Faustos storyline [2:38]
- 3-step process of designing your financial life [5:13]
- Diagnostic: What is your current relationship status with money? [6:21]
- How can you improve your relationship with money? [7:48]
- Determine and quantify your goals: What do I want with my life? [12:50]
- Life plan: Your roadmap to success [22:00]
- What is the best investment and strategy for me? [25:50]
- Goal-based investment approach [28:48]
- Enrique Faustos closing [31:04]
- Why is VUL is classified as bad recently? [34:47]
- Is it better to resolve debt first before investing? [36:54]
- How should I allocate my savings throughout my different life stages? [38:05]
- For someone whos about to retire, should I keep my money in stocks? [39:43]
- How do you develop good money habits? [41:07]
- Im currently putting up a business and shelling out a good chunk of my saving for it, what would be your suggestion regarding my allocation of the rest of my savings? [43:11]
- As a beginner, should I focus on building an emergency fund first before taking on investments? [45:01]
- How do I manage my manage my wealth when all of it were invested in the stock market and I recently lost my job? [46:39]
- Whats your portfolio mix in percentage? [49:41]
- For a college student, how much of their portfolio would you allocate to stocks and bonds and how should their portfolio compositions evolve after they graduate? [50:45]
- For OFWs, do you have any suggestions where to invest? [53:33]
- What should I do if some of my investments are gaining profits, while others are at a loss? [57:52]
- In my mid 50s, how can I ensure that all investments are received/inherited by my family in case something happens to me? [59:31]
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLinvestorsummit Managing Your Money to Design the Life You Want | COL Investor Summit 2023](https://i.ytimg.com/vi/Ee52oGwzjZg/mqdefault.jpg)
![Earning Income Amid Market Volatility | COL Conversations with Manulife Investments
Earning Income Amid Market Volatility | COL Conversations with Manulife Investments
Recorded on May 22, 2025
Moderated by Marvin Fausto, President of COL Investment Management, Inc. with Paul Kalogirou, Managing Director & Head of Client Portfolio Management Manulife Investment Management
- Introduction [0:00]
- Top Pick: Manulife Global Multi-Asset Diversified Income Feeder Fund (GMADI) [0:45]
- Why we like the GMADI fund?: Dividend yield [1:12]
- Are the concerns behind the tariffs and global market volatility behind us? [3:09]
- Where are the markets headed? [9:09]
- Why is the GMADI fund an ideal investment in this kind of market [11:55]
- Sustainability of the pay outs in the coming years [14:27]
- Division of strategy on fixed income equity and options for a sustainable income [27:01]
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com. Earning Income Amid Market Volatility | COL Conversations with Manulife Investments](https://i.ytimg.com/vi/EhRWDQ3HxZk/mqdefault.jpg)
![Will Markets Continue to Fall? | COL Expert Huddle 2022
COL Expert Huddle 2022: Will Markets Continue to Fall?
Technical Outlook by Juanis Barredo
Recorded on June 13, 2022
COL Chief Technical Analyst Juanis Barredo shares his technical views and advices as global and local markets fall significantly.
- Introduction [0:00]
- Market Overview [0:15]
- US: S&P 500 [1:55]
- Elliott Wave Review of S&P 500 [2:54]
- Overview of Asian and European Markets [6:14]
- US and Philippine Bond Yields [8:10]
- US Dollar Index and Peso-Dollar: Currecncies on an upward path [10:07]
- Continuing Inflation Pains [12:05]
- Commodities: Oil and Wheat [15:37]
- Market Moves Ahead: S&P 500 managed to show an average gain of 3.8% during recessions [18:36]
- PSEi Outlook [20:44]
- Elliott Review of the PSEi [23:30]
- The Philippines - Outflows Persist [25:12]
- Juanis Barredos Summary [26:19]
- PSE Sub-Sectors: Mining shows strength [31:03]
- Performance of the PSEi stocks [32:26]
- Short-Term Technical Strategy for PSEi Stocks [33:52]
- PSEi Tactical Guide [35:36]
- AC & ACEN [38:04]
- AEV & AGI [39:42]
- ALI & AP [40:04]
- BDO & BPI [41:53]
- CNVRG & EMP [42:37]
- GLO & GTCAP [43:25]
*GTCAP Support: 495-466 | Resistance: 515-550
- ICT & JFC [44:27]
- JGS & LTG [45:34]
- MBT & MEG [46:04]
- MER & MONDE [47:17]
- MPI & PGOLD [48:23]
- RLC & SECB [49:21]
- SM & SMC [50:19]
- SMPH & TEL [50:47]
- URC & WLCON [51:53]
#COLexperthuddle #philippinestockmarket #COLFinancial Will Markets Continue to Fall? | COL Expert Huddle 2022](https://i.ytimg.com/vi/EoBzJKvTJkc/mqdefault.jpg)
![Is it a Good Time to Invest in Global Markets? | COL Conversations with Sun Life
COL Conversations with Sun Life Philippines
Is it a Good Time to Invest in Global Markets?
Mikko Vergara, Angeline Cruz, and Marvin Fausto
Recorded on March 18, 2022
đź”— To join our future COL Conversations webinars, register at http://bit.ly/COLconversationsevents
- Introduction [0:00]
- 2021 Global market recap [5:26]
- Benefits of global investing: Access and information are easily available [8:19]
- Benefits of global investing: Larger market options outside the Philippines [11:40]
- Benefits of global investing: Manage exposure to a single country [13:00]
- Benefits of global investing: Growth and earnings [15:56]
- Benefits of global investing: Exposure to growth [16:40]
- Benefits of global investing: Valuation differences [18:32]
- Market Catalyst: Federal Reserve policy [19:25]
- Rising of oil prices [21:49]
- Market Catalyst: Geopolitical events [23:06]
- Market Catalyst: Viral outbreaks [24:05]
- MSCI ACWIs performance during global market events [ 24:40]
- Summary [25:42]
#philippinestockmarket #SunLife #COLconversations #COLFinancial Is it a Good Time to Invest in Global Markets? | COL Conversations with Sun Life](https://i.ytimg.com/vi/FYyHKyLUIqU/mqdefault.jpg)
![Day 1: Panel Discussion and Q&A Session | COL Multi-Asset Investing Summit 4Q2022
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Panel Discussion and Q&A Session
Marvin Fausto, Edmund Lee, CFA, Mark Matthews
Recorded on November 22, 2022
- Introduction [0:00]
- Are the bond markets telling us that markets have already bottomed? [0:25]
- How sure are you with the April 2023 forecasted rate cut? [1:20]
- Edmund Lees views and reaction to Mark Matthews global outlook [3:08]
- Which markets does Julius Baer recommend its clients invest in? [6:50]
- With geopolitical tensions, whats the worst case that could happen to equity investments? [9:43]
- What could stop a bear market rally? [11:38]
- Are there any more headwinds expected to dampen the stock market? [12:27]
- What is the best investment during a recession? [13:16]
- How would you balance the risk on your portfolio for 2023? [14:15]
- How can we level off the investing risks in an uncertain economy? [15:47]
- Which industries do you think will recover ahead of the rest? [17:43]
- How should we strategize amidst a bearish market? [20:57]
- 2023 Outlook on energy & wages inflation, and global supply chain situation [24:49]
- Would emerging markets be a safer bet in an environment where (1) FED rate hike slows down, (2) Inflation decreases, (3) Dollar weakens, (4) Possible recession on Developed markets? [26:44]
- What will be the effect of foreign outflows to China? [30:04]
- How should an active investor rebalance its portfolio to address the short-term risks and take advantage of the medium to long-term opportunities? [34:12]
- Closing Remarks [36:41]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: Panel Discussion and Q&A Session | COL Multi-Asset Investing Summit 4Q2022](https://i.ytimg.com/vi/F_EkeaR0oFc/mqdefault.jpg)
![Local Equities Outlook | COL Multi-Asset Investing Summit 2023
COL Multi-Asset Investing Summit: Embracing Uncertainty
Local Equities Outlook
Elle Jamil (ATR Asset Management)
Recorded on June 22, 2023
- Introduction [0:00]
- Flat PSEi performance vs. the region [1:43]
- Inflation on a downward trajectory [3:43]
- Peso base case stronger than 2022 [4:18]
- 1Q23 strongest performance from power, consumer, banks, properties, and conglomerates [5:25]
- Current P/E is at the cheapest levels since the pandemic [9:29]
- Implied fair value of the PSEi currently at 8,100 [11:14]
- Summary [15:08]
Q&A Session:
- As a local equities manager, how do you think should investors position themselves in the local stock market? [17:25]
- When do we expect the PH stock market to cope up? [19:52]
- Do you still foresee any fundamental changes that we need to see for the PH stock market to turn bullish? [23:00]
- What are the reasons why the PH is lagging behind other markets around the world? [25:07]
- What are the signs of a bearish reversal & what are the stocks that will benefit in a reversal situation? [28:10]
- Is it true that the equity index fund is the best fund to invest in? [31:29]
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLfundsource Local Equities Outlook | COL Multi-Asset Investing Summit 2023](https://i.ytimg.com/vi/GNUHb0N5iYw/mqdefault.jpg)