Uploaded September 2024 | Updated September 2026, 1 hour ago
Bakit nga ba mahalaga ang fundamentals when it comes to investing?
Find out in this video with COL Chief Equity Strategist April Lynn Tan.
#COLFinancial
Bakit nga ba mahalaga ang fundamentals when it comes to investing?
Find out in this video with COL Chief Equity Strategist April Lynn Tan.
#COLFinancial
![Q&A Session | COL Conversations with CMI
Q&A Session | 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
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- Start of Q&A [0:43]
- What is the best strategy & investment for a low-income investor? [01:00]
- What can you offer to someone who wants to invest even though theyre not technically capable? [01:58]
- What is the best type of mutual fund to invest in? [02:57]
- Is it good to invest now in mutual funds? [03:33]
- I am still interested in investing in mutual funds through COL Financial although I am already 66 years old. Is it still advisable? [03:45]
- Are the top 10 holdings of the funds usually the COL top picks? If not, how are the top holdings different from the top picks? [04:52]
- Is it better to invest more in XCOLCSG than in XCOLEIF? Is it a good strategy to switch my existing index fund to COL Growth Fund? [06:14]
- With long-term interest rates at attractive levels today, why do I still need to take a risk by investing in stocks? [10:34]
- Why should I buy the CSG Fund when it invests in the same companies and the fees are higher? [12:13]
- What time horizon are you looking at before the stock market starts recovery? When do you think the interest rates will peak and when will it start going down? [14:05]
- Do we need to pay the fund manager aside from the 1-1.5% annually? [16:37]
- If the Philippines is expected to have long-term, resilient growth, why is it increasingly becoming more irrelevant to foreign investors? [18:03]
- If the funds earn dividends but do not pay out dividends, I am assuming the dividends earned will form part of the value of the funds unless it simply is not enough to payout for fees. What is your take? [19:21]
- Any product you would recommend for young investors? [21:07]
- Is CMI developing a product to help Filipino investors access global markets more easily? [22:19]
- Would CSG invest in Preferred shares given the attractive yields it offers? [23:02]
- What is your forecast with PSEi by the end of 2023 and by 2024? [24:17]
- Closing remarks and key takeaways [27:07]
#philippinestockmarket #CMI #COLconversations #COLFinancial Q&A Session | COL Conversations with CMI](https://i.ytimg.com/vi/Gu-x057WjYM/mqdefault.jpg)
![Global Outlook with Anis Tiasiri | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Global Outlook by Anis Tiasiri
Recorded on January 28, 2022
Anis Tiasiri, Executive Director of South East Asia Funds from J.P. Morgan Asset Management, discusses his outlook on the global market and which regions should we focus on more this 2022.
- Introduction [0:00]
- COVID-19 vaccinations and infections [3:29]
- Global growth: Real GDP growth across US, China, Europe, and Japan [5:26]
- Global economy: Inflation [6:27]
- Expectations and outlook on US Inflation [7:48]
- G4 central bank policy rates and market expectations [11:44 ]
- China: Economic snapshot [12:54]
- Global equities: Earnings expectation [16:40]
- Global fixed income: Yields and duration [18:12]
- Alternative sources of income [19:19]
- Portfolio construction, asset class returns and volatility this 2022 [21:41]
#COLoutlook #philippinestockmarket #COLFinancial Global Outlook with Anis Tiasiri | COL Market Outlook 2022](https://i.ytimg.com/vi/H0qJKReWZLs/mqdefault.jpg)
![Fundamental Analysis by April Lynn Tan | COL Market Outlook 2023
COL Market Outlook: The Way Forward
Fundamental Analysis by April Lynn Tan, CFA
Recorded on January 27, 2023
Chief Equity Strategist April Lynn Tan, CFA shares her fundamental outlook on the PH market, insights on catalysts and risks, and her stock picks.
- Introduction [0:05]
- Reasons why PH stocks should continue to go up this year [0:33]
- PH to benefit from fund flows to emerging markets [6:56]
- Risks to markets’ strong performance [11:10]
- Risk: PH inflation yet to peak [15:00]
- Risk: PH government has limited fiscal space [16:14]
- Strategy: Conservative Approach [19:07]
- Strategy: Portfolio Allocation [20:40]
- Stock Picks: REITs, Power, Holding Cos., Banks, Properties, Consumers [21:30]
- Stock Picks: Buy on dips [23:12]
#COLoutlook #philippinestockmarket #COLFinancial Fundamental Analysis by April Lynn Tan | COL Market Outlook 2023](https://i.ytimg.com/vi/H3Edgw_6DBM/mqdefault.jpg)


![COL Investment Management, Inc. | COL Fund Managers Insights
Fund Manager Insights featuring COL Investment Management Inc. (CMI)
Zerge Zandueta, CMI Portfolio Manager
Recorded on May 7, 2024
- [0:00] Introduction
- [1:25] Why are Philippine stocks very erratic lately?
- [12:24] Are there any structural issues investors should be concerned about?
- [18:50] How is CMI positioned in this type of environment, and how do you intend to navigate it over time?
- [24:55] In terms of equity preference, does CMI focus on any specific market themes?
- [29:44] Stocks that CMI is focusing on
- [34:12] How does CSG differ from traditional index funds?
- [44:21] How to invest in the Philippine market during this transition period?
- [47:55] Concluding Remarks
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 Investment Management, Inc. | COL Fund Managers Insights](https://i.ytimg.com/vi/HiUVjSALlsc/mqdefault.jpg)

![Day 1: Economic Outlook | COL Multi-Asset Investing Summit 2022
COL Multi-Asset Investing Summit: Investing during difficult markets (Day 1)
Fallout, Headwinds and New Leaders: Philippine Economic Outlook
Cielito Habito, PhD
Recorded on June 30, 2022
- Introduction [00:00]
- PH Economic Outlook: Current State of the PH Economy [01:07]
- PH Economic Outlook: The Way Forward [10:51]
- Economic Outlook Q&A [25:00]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: Economic Outlook | COL Multi-Asset Investing Summit 2022](https://i.ytimg.com/vi/IZDspvgCxA4/mqdefault.jpg)


![Technical Outlook | COL Market Outlook 2025
Preparing to Fish for Rebound Opportunities
COL Technical Outlook 2025 | Recorded on January 17, 2025
Introduction [00:00]
Technical Review [01:03]
PSEi Long Term Trend Plot [01:45]
PSEi Short Term View [03:13]
The Bottoming Out Process: Bottoms Take Time to Build [04:50]
Psychology of a Market Cycle [06:12]
Four Market Phases [08:17]
SP500 Review [10:25]
Commodities Review [11:46]
Inflation and Bond Yields (US) [12:32]
Inflation and Bond Yields (PH) [14:14]
US Dollar Index [14:44]
PhP Against USD [15:40]
Recap of the Technical Landscape [17:00]
How the Markets Have Reacted So Far Since the Start of the Year [19:53]
Trading the PSEi Situation [20:44]
Weak Flows: PSEi Annual Net Foreign Flows vis-a-vis Returns [23:09]
Tale of the Tape: PSEi Members [25:08]
Trading Stronger Issues [27:54]
Trading Oversold Rallies [28:54]
Possible Inflection Points [30:38]
Seasonality in the PSEi [31:37]
Technical Outlook Summary [32:31]
What is the most important and significant PSEi level to watch for confirming the markets comeback? [35:20]
#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. Technical Outlook | COL Market Outlook 2025](https://i.ytimg.com/vi/J-RiA52-bdU/mqdefault.jpg)