A Deep Dive into the IPO Setup Investors Should Know COL Financial Group, Inc. 2026-09-24 | A Deep Dive into the IPO Setup Investors Should Know
Investing Made Simple: What You Need to Know About Funds COL Financial Group, Inc. 2026-03-26 | Thinking about investing but not sure where to start? Funds offer a simple and more manageable way to grow your money, especially if you want to invest without having to figure everything out on your own.In this video, you'll learn the essentials:• What funds are and how they work• Why funds can help grow and diversify your money• The different types of funds and how to choose what fits your goalsAt COL Financial, you can access a wide range of local and global fund options designed to help you build your portfolio, manage risk, and grow your investments—all in one place, and with expert guidance you can trust.Ready to invest?Open an account today at signup.colfinancial.comWant to learn more first?Explore funds at colinvest.squarespace.com#COLFinancial #COLfundsource #SaveandInvest #PhilippineStockMarket
Investing in Stocks, Bonds, and Money Market through Mutual Funds COL Financial Group, Inc. 2026-03-23 | Not all mutual funds are the same, and choosing the right one depends on what you're investing for and how long you plan to stay invested.What type of mutual fund should you invest in to help you achieve your financial goals? In this video, we break down:• The 4 types of mutual funds available in your COL account• What each fund invests in and how they work• How to choose based on your time horizon and goalsAt COL, we’ll help you understand your options can help you invest with more clarity and confidence. Learn more at colinvest.squarespace.com#COLFinancial #COLfundsource #Funds #MutualFunds #SaveandInvest
Saving vs. Investing in Your 30s | Intelligent Investing COL Financial Group, Inc. 2026-03-08 | Your 30s are an important time to build financial momentum.In this episode, we talk about the difference between saving and investing, and how balancing both can help you achieve your financial goals.Learn when to prioritize savings, when to start investing more, and how to make smarter money decisions for the future.Ready to start your financial journey?Explore investment opportunities such as stocks, local funds, global funds, and REITs when you invest with COL.Start your journey today at bit.ly/COLsignup-sm #colfinancial #philippinestockmarket #savemoney #investing
COL Conversations with Manulife Investment Management COL Financial Group, Inc. 2026-03-06 | COL Conversations with Manulife Investment ManagementRecorded on February 26, 2026Moderated by Marvin Fausto, Chief Investment Officer - COL Wealth Management with C.J. Sylvester, Portfolio Manager - Capital Appreciation Manulife Investment Management - What is healthcare? [1:42]- Challenges in the healthcare sector [3:59]- How the healthcare sector performed amidst the challenges [10:52]- The global healthcare investment strategy [25:57]- The global healthcare investment team [35:23]- Fund performance in 2025 [39:14]- Fund investment in China [46:41]- Questions on Healthcare Sector Outlook [52:18]- Questions on Fund Mechanics [1:00:49]- Questions on Investing Guidance [1:02:28]- Why is holding fewer stocks sometimes is a good thing? [1:05:22]- Question on the fund's stock holdings? [1:07:26]- Question on risk management [1:10:46]- Question on investing ahead in breakthroughs [1:13:08]- Question on structural trends [1:16:34]- Key takeaways in investing in healthcare [1:19:24]- COL Financial Key takeaways [1:21:18]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.#COLFinancial #philippinestockmarket
One Index, Global Exposure—Here’s How It Works | Fund Spotlight COL Financial Group, Inc. 2026-02-02 | Ever wondered how investors get exposure to global markets, not just one country?In this episode, we break down how a single global index tracks thousands of companies worldwide, and how investors can invest in it in a simple, practical way.COL Fund Source Head of Customer Experience Karlo Biglang-awa talks to Sun Life Fund Manager Mikko Vergara, to explain what the MSCI All Country World Index (ACWI) really is—and why it matters for long-term investors seeking global diversification.In this episode, you’ll learn how to:- Get a clear snapshot of global growth across developed and emerging markets- Access this global strategy through a real, investable fund—the Sun Life Prosperity World Equity Index Fund- Understand where global diversification fits in a long-term portfolioAt COL Fund Source, we go beyond offering funds. We help investors build portfolios that are diversified locally and globally, across asset classes, and aligned with real financial goals.This Fund Spotlight is part of our commitment to simplify investing—so clients can make more confident, well-informed decisions in a global market.Disclaimer: The views and opinions expressed in this episode are of their own and do not necessarily reflect those of any organization. This content is for informational purposes only and should not be considered as investment advice. Always do your own research or consult a licensed financial advisor before making any investment decisions.
COL Global Outlook 2026 COL Financial Group, Inc. 2026-02-02 | Global Investing Guide 2026: Positioning for the Next Drivers of GrowthSpeakers: Melvin Esteban (COL Head of Wealth Management), Marvin Fausto (COL Investment Management President), and Karlo Biglang-Awa (COL Fund Source Head of Customer Experience)Recorded on January 30, 2026Introduction [0:00]2025 Outlook Recap [5:00]2026 Global Market Outlook [10:41]Assessing the AI Bubble Risk [17:33]Optimizing Fixed Income Returns [52:27]Key Macro & Geopolitical Risks [57:46]High Conviction Global Market Playbook [1:03:12]Key Takeaways for the Global Outlook [1:05:15]Global Investing Guide: Globalizing your portfolios [1:07:08] Trends, Risks, Opportunities & Top Fund Picks[1:10:06]Investment Opportunities [1:30:16]Investing Principles to Remember [1:32:53]Q&A Portion [1:34:54]Questions on Market Outlook & Global Macro [1:35:10]Questions on Portfolio Construction & Asset Allocation [1:41:47]Questions on AI as an Investment Theme [1:43:38]Questions on Access, Platforms, & Practical Investing [1:46:56]Effect of cut-off times & market holidays on global fund transactions? [1:55:26]How does CSG fund manage drawdowns during periods of market stress? [1:56:29]Common mistakes of first-time global investors? [1:57:29]How do tech giants generate revenue & measure ROI for AI investments? [1:59:43]When is the best time to buy a money market fund? [2:02:45]Key Takeaways [2:05:10]#COLFinancial #COLoutlook #globalmarkets Disclaimers: Securities recommended, offered or distributed by COL Financial Group, Inc. are subject to investment risks, including the possible loss of the principal amount invested. Past business performance is not indicative of and does not represent future returns. Although the information in this report has been obtained from and is based upon sources believed to be reliable, COL does not guarantee its accuracy, timeliness, completeness, correctness, or fitness for any particular purpose. All opinions and estimates constitute the judgment of COL as of the date of the report and are subject to change without prior notice. This report is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. COL Financial and/or its directors, officers, employees, and agents may have investments in securities or derivatives of the companies mentioned in this report and may trade them in ways different from those discussed in this report. COL Investment Management Inc. (CMI) and the funds that it manages are subsidiaries of COL Financial Group Inc. Mutual Funds and UITFs are not deposit products and are not insured by the Philippine Deposit Insurance Corp. (PDIC). Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest.For any questions, email us at helpdesk@colfinancial.com. COL is registered with the Securities and Exchange Commission with email address msrdsubmission@sec.gov.ph
Global Markets in 2026: Key Themes and What to Watch | COL Global Outlook COL Financial Group, Inc. 2026-02-01 | This 2026, global markets are entering a more selective environment, where some themes continue to work, while others are being tested.In this video, COL Head of Wealth Management Melvin Esteban and COL Investment Management President Marvin Fausto outline the 1Q 2026 Global Market Outlook, noting that global growth remains resilient, particularly in Asia, while US markets begin to broaden beyond AI leadership. This shift from policy-driven rallies to a more selective environment highlights the importance of a multi-asset approach and diversification to manage risks such as a potential slowdown in AI-momentum, inflation, and geopolitical challenges.This video provides highlights only and is meant to set the context for the broader discussion. Stay tuned for our COL Global Outlook: Positioning for the Next Drivers of Growth for more insights.#COLFinancial #globalinvesting
On Dollar-Peso | COL Market Outlook 2026 COL Financial Group, Inc. 2026-01-16 | What if the dollar breaks above ₱60?COL Chief Technical Analyst Juanis Barredo breaks down this key risk and what it could mean for foreign flows, market sentiment, and the broader Philippine market.******Learn more about our investing guide for 2026 by going to: bit.ly/COLoutlook1h26-FB#COLFinancial #COLTechOutlook #TechnicalAnalysis #TradersPH
What should investors do in today’s market? 💡 | COL Market Outlook 2026 COL Financial Group, Inc. 2026-01-16 | What should investors do in today’s market? 💡Here are key tips from Chief Equity Strategist April Lee-Tan.Learn more about our investing guide for 2026 by going to: bit.ly/COLoutlook1h26-FB#COLFinancial #COLoutlook #philippinestockmarket
Welcoming Market Volatility | COL Market Outlook 2026 #technicalanalysis #trading COL Financial Group, Inc. 2026-01-16 | The market keeps moving up and down, but is volatility really a risk, or an opportunity?COL Chief Technical Analyst Juanis Barredo breaks down the 2026 PH Tech Outlook, explaining how price action, trends, and market swings can help investors spot potential value.******Get deeper into COL’s Technical Outlook 2026 at bit.ly/COLoutlook1h26-FB#COLFinancial #COLTechOutlook #TechnicalAnalysis #TradersPH
COL Market Outlook 2026 COL Financial Group, Inc. 2026-01-12 | PH Investing Guide to 2026: Opportunities to Stay SelectiveRecorded on January 10, 2026Introduction [0:00]Market Outlook Threats & Opportunities by April Tan [3:16]Reasons to stay optimistic [15:53]Sector opportunities and threats in 2026 [22:32]Stock picks of April Tan [28:06]Market Outlook Key Takeaways [31:31]Local Market Snapshot by Juanis Barredo [33:46]Tale of the Tape (Index Stocks) [41:28]Other Interesting Stocks [42:25]Foreign Markets [44:41]Bond Yields [47:14]Currencies [48:58]Commodities [51:50]Summary [53:29]Technical Outlook Key Takeaways [1:00:14]Top Requested Stocks of COL Clients [1:00:45]JFC [1:01:23]ALI [1:05:37]MBT [1:09:27]AREIT [1:11:39]RCR [1:16:26]CREIT [1:19:05]TEL [1:22:00]AC [1:24:57]BDO [1:27:49]SCC [1:29:08]Question on the Economy [1:32:36]Question on Global Events [1:33:40]Questions on AI [1:34:55]Question on Peso [1:37:27]Questions on Outlook [1:38:32]Questions on Catalysts [1:43:16]Ideal allocation for global assets vs. PH equities for a moderate risk investor in 2026? [1:46:18]What are our options for diversifying outside the Philippines? [1:48:38]Indicators to monitor trends for maximizing buying & selling in a volatile market? [1:50:40]Top 5 dividend-paying stocks you are willing to hold for 1-2 years [1:51:57]Final Key Takeaways [1:53:16]#COLFinancial #COLoutlook #philippinestockmarketDisclaimers: 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.
Investing in 2026: Risks, Trends & Opportunities | COL Market Outlook COL Financial Group, Inc. 2026-01-10 | The Philippine market is starting 2026 with some challenges. Around the world, slower growth, new trade barriers, and uncertain policies are making it harder for businesses to sell and invest. In the Philippines, government projects are moving more slowly due to stricter anti-corruption rules, and people may spend less because jobs and confidence are weakening.Still, there are reasons to be optimistic about the market. Watch this video to learn more about what to expect for 2026, including key risks, opportunities, and how investors can navigate these the market.For deeper insights, follow us on our social media pages @colfinancial, and stay tuned for the full COL market outlook. #COLFinancial #philippinestockmarket
2026 Market Outlook | Investing Opportunities Shaping 2026 COL Financial Group, Inc. 2025-12-18 | 2026 Market Outlook | Investing Opportunities Shaping 2026Recorded on November 25, 2025 via ZoomModerated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund SourceFeaturing Melvin Esteban, FVP and Head of Wealth Management of COL Financial and Marvin Fausto, President of COL Investment ManagementIntroduction [0:00]Positioning for 2025 Review [1:52]2026 Global Forecast [4:36]Assessing the AI Risk [6:29]Global Market Focus on China: Finding the Next Alpha [18:14]Optimizing Fixed Income Returns [26:26]Bringing it All Together: The High Conviction Playbook [39:19]#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.
Q&A | Investing Opportunities Shaping 2026 COL Financial Group, Inc. 2025-12-18 | Q&A | Investing Opportunities Shaping 2026Recorded on November 25, 2025 via ZoomModerated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund SourceFeaturing Melvin Esteban, FVP and Head of Wealth Management of COL Financial and Marvin Fausto, President of COL Investment ManagementIntroduction [0:00]Questions on Global Markets [0:43]Questions on the Philippine Market [8:40]Questions on Best Strategies [12:29]Questions on Fund Products [13:33]Concerns on China as a communist country [15:22]Questions on COL operations & services [19:01]Profitability or Liquidity? [22:29]Advantages of fund investing, rather than stocks? [23:24]Management Fees [26:44]Ballpark Figure in investing on Global Funds [29:53]Property investments and REITs [30:21]Possible global conflicts affecting global markets [32:44]Key Takeaways [36:55]#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.
Globalizing Your Portfolios | Investing Opportunities Shaping 2026 COL Financial Group, Inc. 2025-12-18 | Investing Opportunities Shaping 2026 | Globalizing Your PortfoliosRecorded on November 25, 2025 via ZoomModerated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund SourceFeaturing Marvin Fausto, President of COL Investment ManagementIntroduction [0:00]Global Returns [1:52]Risks Facing 2026 [4:05]COL Global Funds Universe [8:06]Investment Opportunities and Top Fund Recommendations [8:42]Theme 1: Income-paying investments [10:28]Fund Pick: BPI Global Bond Income Fund [11:43]Fund Pick: Manulife Global Multi Asset Diversified Income Fund [13:25]Theme 2: Broadening Global Growth [14:42]Fund Pick: Sunlife World Equity Index Fund [18:01]Fund Pick: Manulife Growth Equity Fund [18:54]Theme 3: Selective Philippine Opportunities [20:00]Fund Pick: Philequity Dividend Yield Fund [21:56]Fund Pick: COL Strategic Growth Fund [22:28]Investment Opportunities Summary [23:15]Investing Reminders: Principles to Consider [24:53]#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 Strategic Growth Fund (CSG) | 3Q25 Quarter Review COL Financial Group, Inc. 2025-11-19 | COL Strategic Growth Fund (CSG) | 3Q25 Quarter ReviewWith Zerge Zandueta, Portfolio Manager COL Strategic Growth FundIntroduction [0:00]3Q25: Global Rallies, PH is Late [0:16]CSG Performance Recap [0:45]Market Environment: Global Policy Shifts [1:12]Portfolio Allocation [1:43]What We See Ahead: Mean Reversion (Last year vs. Today) [2:20]What We See Ahead: Mean Reversion (Emerging markets) [2:39]Technicals & Valuations say 'nearer the bottom' [3:07]Risks to Our View [3:39]In Summary [4:12]#COLFinancial #COLStrategicGrowthFund #csgDISCLAIMER:COL Strategic Growth Equity Unitized Mutual Fund is a fund managed by COL Investment Management Inc., a subsidiary of COL Financial Group Inc.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.
Stock Market Basics COL Financial Group, Inc. 2025-10-21 | New to investing? 👋 Start your journey by learning the essentials. Watch this step-by-step guide to easily understand how the stock market works!In this video, you’ll learn:📈 What are stocks💰 How do I make money in stocks💡 Why invest in stocks🧭 How to start investing through COL FinancialWhether you’re a beginner or just looking for new ways to grow your extra cash, this video will help you gain the confidence to take your first step toward building long-term wealth through investing.
COL Investor Summit | SMIC COL Financial Group, Inc. 2025-10-17 | COL Investor Summit | SMICRecorded on September 27, 2025 at SMX Convention Center ManilaModerated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity StrategistFeaturing Erwin G. Pato, Treasurer and EVP for Treasury, Finance and Planning, SM Investments Corp. and Jonathan H. Ng, President, SM Retail Inc.Introduction [0:00]SM's overarching strategy [3:25]SM's main growth drivers [6:32]SM focusing on stores outside Metro Manila [8:57]How SM Retail does retail differently? [11:06]The impact of digital platforms to SM [13:15]Which core investment is SM most excited about? [16:56]SM's updates on reclamation projects [19:46]SM's funding on CAPEX (SM5) [21:49]Is the SM REIT still happening? [23:40]SM on tariffs and consumption spending [25:38]SM on their share buyback program [28:50]Foreign funds' concerns for SM [30:35]Impact of lower interest rates on SM [32:44]Why invest in SM? [36:03]COL Moderators' key takeaways [39:07]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: 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 | APX COL Financial Group, Inc. 2025-10-17 | COL Investor Summit 2025 | APXRecorded on September 27, 2025 at SMX Convention Center ManilaModerated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity StrategistFeaturing Billy Torres APEX Mining SVP, CFO, Treasurer and Compliance OfficerIntroduction [0:00]APEX's background on operations [1:47]APEX on their mineral resources [5:49]APEX's plans to increase production targets [10:08]APEX costs of increasing production for MACO and Itogon [12:00]APEX on the impact of their expansions to their cost per ounce [15:01]APEX's timeline of their expansions and success rates [18:35]How does the recently signed Large-scale Mining Act affect APX? [22:12]APEX on Asia-Alliance and equity raising plans [30:14]What differentiates APEX from different mining companies? [32:13]COL Moderators Key Takeaways [36:58]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: youtu.be/U_JiAyYYMU8
COL Investor Summit | BPI COL Financial Group, Inc. 2025-10-15 | COL Investor Summit 2025 | BPIRecorded on September 27, 2025 at SMX Convention Center ManilaModerated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity StrategistFeaturing Hermenegildo Narvaez, VP, Head of Corporate Planning, InvestorRelations, and Sustainability, and May Taco, VP, Head of Capital Management and Investor RelationsIntroduction [0:00]What differentiates BPI from all other banks? [2:43]What fueled BPI's customer base's growth? [5:16]Growing exposure in consumer loans—how were you able to achieve this, and do you see more growth ahead? [12:30]What is the outlook for margins for BPI? [18:50]With consumer lending rapid growth, how do you identify new quality borrowers? [23:58]With higher provisions lately, how would you describe BPI’s asset quality? [31:09]BPI's Closing Thoughts [38:00]COL Moderators' Key Takeaways [40:50]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: 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 COL Financial Group, Inc. 2025-10-15 | COL Investor Summit 2025 | CREITRecorded on September 27, 2025 at SMX Convention Center ManilaModerated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity StrategistFeaturing Oliver Tan, CREIT President and CEOIntroduction [0:00]Brief overview of CREIT and its current asset portfolio [1:54]CREIT's guaranteed base lease vs. the variable lease component [4:09]CREIT's additional 1GW comparison to current capacity and yield [7:00]CREIT's three-year seasoning period coverage [8:55]CREIT's long-term goals after the 1GW addition [10:49]CREIT on asset injections [12:04]Is SM a public shareholder for CREIT? [14:11]CREIT's current public float and benefits from SM's 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]CREIT's vulnerability to volatility and other risks [22:15]CREIT on dividend payouts [25:10]CREIT's 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: 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 | MGEN COL Financial Group, Inc. 2025-10-15 | COL Investor Summit 2025 | MGENRecorded on September 27, 2025 at SMX Convention Center ManilaModerated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity StrategistFeaturing Dennis Jordan, MGEN Renewable President & CEO, and Felino Bernardo, MGEN Thermal Chief Operating OfficerIntroduction [0:00]MGEN's current portfolio and growth expectations [2:51]MGEN on sustainability, affordability, and expansion on coal [13:45]MGEN on funding the CAPEX with international expansions [16:55]MGEN on MTerra Solar's pipeline and capacity [19:26]SPNEC and MGEN's relationship and impact on MGEN's growth [23:16]MGEN on asset injections with SPNEC [24:51]MER's current energy mix and alignment with the government's target of 30% by 2035 [30:20]MGEN's advantage from other power companies [33:04]How does MGEN fit into MER's story and their target contribution on the long-term [37:07]COL Moderators' Key Takeaways [39:27]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: 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.
Why Mindset Matters in Investing COL Financial Group, Inc. 2025-10-14 | When it comes to investing, most people focus on numbers, charts, and market trends. But the truth is, your mindset plays just as big a role in your financial success.In this special episode, Finance Mindset Coach Dinah Poehlmann, founder of Your Finance Mind, shares how your beliefs and emotions around money can either help you grow or hold you back.With over a decade of private banking experience at Credit Suisse and Morgan Stanley in Singapore, Dinah now helps people across Asia rebuild their confidence and develop a healthy, long-term relationship with investing.In this episode, we'll find out:- Introduction [00:00]- What inspired your shift from a successful investment banking career to becoming a finance coach? [01:05]- Having coached hundreds across Asia, what key lessons could benefit Filipino investors? [03:10]- Why do you believe that financial knowledge alone isn’t enough? [04:50]- What are the most common fears or barriers that you see among investors? [06:00]- Can you share an investing success story where a mindset shift made a real difference? [07:07]- What’s your upcoming mini course about, and how can it help investors? [09:22]Ready to take the next step?Join Dinah in the upcoming Mindset Matters Course, happening October 18 & 25, in collaboration with COL Financial.From Mindset to Action — learn how to invest with clarity and confidence.Register here: colmindsetmatters.squarespace.com#MindsetMatters #InvestWithConfidence #COLFinancial #YourFinanceMind
COL Investor Summit 2025 - 5 Must-Know Company Growth Stories COL Financial Group, Inc. 2025-09-28 | COL Investor Summit 2025 - 5 Must-Know Company Growth StoriesRecorded on September 27, 2025 at SMX Convention Center ManilaModerated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity StrategistGet all of the insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC).Introduction [0:00]Opening Remarks by COL President Dino Bate [2:55]Introducing Our Moderators April Lee-Tan and Charles Ang [6:32]Apex Mining [8:43]Apex Mining - Key Takeaways from COL Moderators [44:12]Citicore Energy REIT [47:36]Citicore Energy REIT - Key Takeaways from COL Moderators [1:22:40]Meralco PowerGen [1:24:44]Meralco PowerGen - Key Takeaways from COL Moderators [2:03:18]SM Investments [2:05:31]SM Investments Corp - Key Takeaways from COL Moderators [2:43:41]BPI [2:46:17]BPI - Key Takeaways from COL Moderators [3:26:00]Ms. April Lee-Tan's Closing Remarks [3:28:34]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.#COLFinancial #COLInvestorSummit2025
2025 COL Investor Summit Highlights COL Financial Group, Inc. 2025-09-28 | Recorded on September 27, 2025 at SMX Convention Center ManilaMissed our face-to-face event? Don't worry! You can still catch our full conversations with 5 companies and their growth stories through our YouTube premiere this Sunday (Sept. 28) at 2 PM.Watch it live here: youtube.com/watch?v=U_JiAyYYMU8&list=PLdUWs6Xdj6nY92ojizpnFqR32pF6a_2VJ&index=2
Q&A Session | Beyond Borders: Positioning Your Portfolio for Global Growth COL Financial Group, Inc. 2025-09-15 | Q&A Session | Beyond Borders: Positioning Your Portfolio for Global GrowthRecorded on August 29, 2025Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management- Takeaways and recap of the discussion [0:00]- The best strategy for positioning ahead of a potential September Fed rate cut [1:11]- How do lower US interest rates affect bonds compared with money markets? [2:30]- If tariffs and supply issues keep inflation elevated, how can investors protect their portfolios? [4:30]- Does US political risk matter if the dollar holds steady under Trump? [6:49]- The best strategy for local investments given US tariffs [10:45]- How will new US tariffs impact ASEAN — will exporters struggle while importers like the PH hold up better? [11:14]- Outlook for India with the 50% tariff [12:34]- What budget-friendly dividend investments make sense while tariffs remain an issue? [14:37]- Do sector funds like tech still look attractive at current valuations? [16:42]- What other global funds have a good potential for growth of my portfolio? [18:06]- Which local themed or sector funds are positioned for the strongest growth? [18:13]- Which low-cost global index funds (S&P 500, MSCI) are most accessible to Filipino investors? [20:12]- How does taxes work on COL Global Funds? [21:01]- On the four recommended funds, suggested deployment? 25% equally each? [22:36]- Where to invest in Asia? How much diversification? [24:33]- Do I shift from XSLWEIF (60% US) to XMLDGEF for greater China exposure? [29:02]- How would a China-Taiwan conflict affect the Dragon Fund and local markets? [29:55]- Undervalued Philippine equities [16:12]- Fund Pick: COL Strategic Growth Fund [13:49]- BSP cutting rates--Bond funds in play! [15:04]- Fund Pick: BPI ABF Phil Bond Fund [16:49]- Investment Opportunities: Fund picks returns and thesis [17:53]- Key Takeaways [33:16]#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.
Market Outlook: Key Global & Local Drivers COL Financial Group, Inc. 2025-09-15 | Market Outlook: Key Global & Local Drivers | Beyond Borders: Positioning Your Portfolio for Global GrowthRecorded on August 29, 2025Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management- Introduction [0:00]- 2025 Global Highlights [0:20]- Expected Economic Growth Outlook in 2025: Global Forecast [2:33]- Asia's Growth Divergence: Asian Primary Highlights [4:54]- Risks to Watch in the Asia [7:08]- What will Trump mean in the markets? [7:23]- Trump's Economic Implications [7:59]- How to invest? Insights from the Narratives: Position for lower rates [12:30]- How to invest? Insights from the Narratives: More to go in stocks [21:17]- How to invest? Insights from the Narratives: Sell further dollar strength [22:38]- How to invest? Insights from the Narratives: Go for gold [24:57]- How to invest? Insights from the Narratives: Time for real estate [25:38]- Philippine Landscape: Reshaping Growth Amidst Regional and Fiscal Shifts [26:14]- PSEI Outlook: How cheap is the Philippine market? [36:04]#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.
Global Portfolio: Strategies & Fund Picks COL Financial Group, Inc. 2025-09-15 | Global Portfolio: Strategies & Fund Picks | Beyond Borders: Positioning Your Portfolio for Global GrowthRecorded on August 29, 2025Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management- Introduction [0:00]- Globalizing Your Portfolios [0:28]- COL Global Funds Universe [3:12]- Global Double Digit Earnings growth for 2026 [4:25]- Fund Pick: Sunlife World Equity Index Fund [7:14]- Ride AI growth story cheaper in China [8:25]- Fund Pick: Manulife Dragon Growth Equity Fund [10:53]- Undervalued Philippine equities [12:28]- Fund Pick: COL Strategic Growth Fund [13:49]- BSP cutting rates--Bond funds in play! [15:04]- Fund Pick: BPI ABF Phil Bond Fund [16:49]- Investment Opportunities: Fund picks returns and thesis [17:53]#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.
How the COL Strategic Growth Fund Manages Risk and Delivers Growth | COL Fund Spotlight COL Financial Group, Inc. 2025-08-13 | COL Fund Spotlight: COL Strategic Growth Fund by COL Investment Management, Inc.Portfolio Manager: Zerge ZanduetaRecorded on July 10, 2025In this first episode of COL Fund Spotlight, we ask Zerge Zandueta about the investment philosophy and fund strategy of COL's flagship fund called CSG:- What sets COL Strategic Growth Fund apart from other equity funds? [00:40]- What sectors could lead the fund's growth in the next quarter? [02:55]- How has CSG performed this year? [04:54]- What framework currently guides your investment decisions? [06:32]- Why should investors consider CSG? [10:17]----------------------------DISCLAIMERS: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.Mutual Funds and UITFs are not deposit products and are not insured by the Philippine Deposit Insurance Corp. (PDIC). Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest.COL Strategic Growth Equity Unitized Mutual Fund is a fund managed by COL Investment Management Inc., a subsidiary of COL Financial Group, Inc.COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
How to Open a COL Account Online COL Financial Group, Inc. 2025-08-05 | [Updated July 31, 2025]Opening a COL account online can be done in 3 easy steps! ✨Go to signup.colfinancial.com and start your investing journey today 😊#financialindependence #investingph #PhilippineStockMarket #COLFinancial
How to Fund Your COL Account via Metrobank COL Financial Group, Inc. 2025-08-01 | Updated July 31, 2025
How to Fund Your COL Account Online via BPI COL Financial Group, Inc. 2025-08-01 | Updated July 31, 2025
How to Fund Your COL Account Online via BDO COL Financial Group, Inc. 2025-08-01 | Updated July 31, 2025
CSG Fund Outperforms PSEi in Q2 | What to Expect in Q3 COL Financial Group, Inc. 2025-07-30 | In this update, COL Portfolio Manager Zerge Zandueta breaks down how the CSG Fund delivered a solid 3.9% return in Q2, outperforming the PSEi, and did so with lower volatility. Looking ahead to Q3, we discuss the key market risks on our radar, our updated strategy, and how we're positioning the portfolio to navigate potential challenges while staying aligned with long-term goals.- Q2 Fund Highlights- What’s Driving Our Outlook- Strategy Shifts and Key Themes for Q3#CSG #Fund #Q2Performance #MarketOutlook #InvestingPH
Moderated Q&A Session | COL Mid-Year Market Outlook 2025 COL Financial Group, Inc. 2025-07-09 | Moderated Q&A Session | COL Mid-Year Market Outlook 2025Recorded on July 5, 2025Moderated by Charles Ang, CFA, Head of COL Research with Juanis Barredo, Chief Technical Analyst and April Lynn-Tan, CFA, Chief Equity Strategist- Introduction [0:00]- April Lee Tan on market developments this 2025 [0:57]- Juanis Barredo's technical update for the PSEi [11:27]- The view for the next 6 months [15:55]- Opportunities: cheap valuations [22:15]- Breaking out of the range [24:00]- Earnings prospects for the rest of the year? [32:15]- Technical outlook on the US market [34:50]- Concerns on the US market [41:00]- What is the realistic catalyst for a rerating? [45:37]- April Lynn-Tan's recommended strategy [51:59]- Juanis Barredo's recommended strategy [54:52]Note: The correct price of AP is 40.90, indicated in the table showing in 19:50.#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.
Experts Recommended Stocks | COL Mid-Year Market Outlook 2025 COL Financial Group, Inc. 2025-07-09 | COL Experts' Top Stock Picks | COL Mid-Year Market Outlook 2025Recorded on July 5, 2025Moderated by Charles Ang, CFA, Head of COL Research, with Juanis Barredo, Chief Technical Analyst and April Lynn-Tan, CFA, Chief Equity StrategistIntroduction [0:00]April Lynn-Tan's Top Picks: Changes in COLing the Shots recommendations [0:22]CREIT & RCR [1:35]How do asset injections benefit the minority shareholders? [3:15]RCR's inclusion in the PSEi [5:30]CREIT's expected asset injections [7:44]Technical outlook for RCR [10:55]Technical outlook for CREIT [11:46]SECB [12:43]SECB buying Home Credit [14:28]SECB's capital adequacy [15:20]Technical outlook for SECB [16:45]PGOLD [18:00]Technical outlook for PGOLD [20:42]SM [21:38]Technical outlook for SM [22:17]Juanis Barredo's Best Ideas [23:20]April Lynn-Tan on MacroAsia [28:18]April Lynn-Tan on URC & JFC [29:51]#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 Clients Most Requested Stocks | COL Mid-Year Market Outlook 2025 COL Financial Group, Inc. 2025-07-09 | COL Clients' Most Requested Stocks | COL Mid-Year Market Outlook 2025Recorded on July 5, 2025Moderated by Charles Ang, CFA, Head of COL Research with Juanis Barredo, Chief Technical Analyst and April Lynn-Tan, CFA, Chief Equity StrategistIntroduction [0:00]PLUS [1:00]PLUS's possibility of getting included in the index [7:58]BLOOM [10:29]TEL [13:41]JFC [17:21]ALI [19:27]SMPH [25:22]AREIT [26:47]SCC [29:30]GLO [32:56]AC [34:41]Announcements [37:40]Effects of 'Konektadong Pinoy' and its impact on Telcos's income [39:08]#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.
Q&A Session and Key Takeaways | COL Mid-Year Market Outlook 2025 COL Financial Group, Inc. 2025-07-09 | Q&A Session and Key Takeaways | COL Mid-Year Market Outlook 2025Recorded on July 5, 2025Moderated by Charles Ang, CFA, Head of COL Research, with Juanis Barredo, Chief Technical Analyst and April Lynn-Tan, CFA, Chief Equity StrategistIntroduction [0:00]The market rise in the existing political conditions of the Philippines [0:12]The FDIs disappointment this year and did the market already bottomed? [3:53]Brokerage challenges and broker-led reforms supporting PDEX-PSE integration [9:48]Will the passing of CMEPA bring more volatility? [15:21]Proposed changes in the PSEi criteria, its implementation and its possible catalyst for AP [17:02]Sectors to focus in the next 6 months or beyond [20:04]Threat of online shopping to the local consumer market [21:46]Closing remarks from April Lynn Tan [25:03]Closing remarks from Juanis Barredo [25:40]Key Takeaways [27:13]#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.
Unlocking Growth: Why RCR is the REIT to Watch | COL Conversations with RL Commercial REIT COL Financial Group, Inc. 2025-06-25 | Unlocking Growth: Why RCR is the REIT to Watch | COL Conversations with RL Commercial REITRecorded on June 20, 2025Moderated by April Lynn-Tan, CFA, with Kerwin Tan, Director and Treasurer of RL Commercial REIT - Introduction [0:00]- RCR's Introduction and Key Milestones since IPO [2:28]- RCR's Mission & Vision [4:29]- RCR's Consecutive Quarters of Increasing Dividends [5:21]- RCR's Current Portfolio [6:07]- RCR's Wide Geographical Reach [7:49]- Outro [9:25]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.#COLFinancial #philippinestockmarket
Q&A Session | COL Conversations with RL Commercial REIT COL Financial Group, Inc. 2025-06-25 | Q&A Session | COL Conversations with RL Commercial REITRecorded on June 20, 2025Moderated by April Lynn-Tan, CFA, with Kerwin Tan, Director and Treasurer of RL Commercial REIT - Implications of RCR's newly announced asset infusions to shareholders [0:00]- Why are malls attractive today compared to offices? [2:13]- What is more competitive in terms of leasing? Malls or offices? [4:24]- Why is becoming bigger important for RCR? [5:03]- How is the current glut in the real estate industry affecting RCR? [6:40]- What’s RCR’s growth outlook and how could it affect returns? [11:15]- What does the asset infusion mean in terms of dividends? [16:23]- Can RCR be included in the index? How likely is it? [20:20]- RCR's Timeline, Shareholder, and Board Approval [21:44]- What are RCR’s main considerations for growth and risk? [22:55]- What is the comparative advantage of RCR over the other REITs? [25:34]- How much is the indicative/estimate dividend yield for this year? [31:11]- How do you keep a consistent dividend increase during downturns? [33:47]- Cap rates, mall selection, overall occupancy rate, and timeline of future asset infusions? [40:15]- How RCR will address or restore its free float after a capital infusion? [42:13]- Why more malls this time around instead of offices? [44:13]- Discussion on RLC's asset transfers on RCR [47:53]- Discussion on BPO risks and AI concerns [52:00]- What is the weighted average lease expiration per sector as of 2025? [55:08]- Closing Remarks [56:57]- Outro [57:59]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.#COLFinancial #philippinestockmarket
Closing Remarks and Key Takeaways | COL Conversations with Manulife Investments COL Financial Group, Inc. 2025-06-02 | Closing Remarks and Key Takeaways | COL Conversations with Manulife InvestmentsRecorded on May 22, 2025Moderated 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]- Closing Remarks [0:10]- Key Takeaways [1:55]- High and Regular Income [2:19]- Globally Diversified [2:59]- Positioned for Growth [3:45]- How to access COL's expert fund picks [5:11]- Closing [6:02]#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.
Q&A Session | COL Conversations with Manulife Investments COL Financial Group, Inc. 2025-06-02 | Q&A Session | COL Conversations with Manulife InvestmentsRecorded on May 22, 2025Moderated 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]- Difference of GMADI fund vs. other funds that you have [1:08]- How would you compare this fund with other investments? [2:42]- Can I switch my Manulife insurance to the GMADI fund? [3:58]- Is the GMADI fund's payout monthly? [4:52]- What is the current payout ratio and how is it expected to change in the coming years? [5:21]- What factors affect the amount of dividends? [6:24]- What is your outlook on emerging markets like China, India, and the Philippines? [8:29]- With the fund's large allocation in the US and tariff issues in the US, how does this affect the fund? [11:09]- How often do fund managers change the fund's asset allocation? [13:26]- How do you manage the risks of the fund? [15:33]- What's your view for the year for this asset class? [17:45]- Can I exchange my Manulife VUL with this GMADI fund? [19:41]- Are there any fees when we invest? [20:25]- Despite the current fund's projection of 6%, why is it currently at -3%? [20:54]- What are the other potential risks of investing in this fund? [22:45]- How is the investor's dividend yield income computed? [24:00]- What are the deciding factors when considering switching funds? [26:11]- How can I invest in the GMADI fund if I'm abroad? [26:52]- What's your advice for those with small capital when investing in the GMADI fund? [27:09]- By having management fees, will the fund's value diminish? [29:01]- Will there be a time when the dividend payouts won't be monthly? [30:20]- What is option writing? [31:36]- What kind of strategy should we use when investing in the GMADI fund, and what volatility to expect? [34:16]#COLFinancial #COLFundSource #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 COL Financial Group, Inc. 2025-06-02 | Earning Income Amid Market Volatility | COL Conversations with Manulife InvestmentsRecorded on May 22, 2025Moderated 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.
3 Reasons Why REITs might be for you! #Investing #colfinancial # #philippinestockmarket #REITs COL Financial Group, Inc. 2025-04-28 | Want to own a rental property, pero namamahalan ka? REITs might just be the REIT investment for you!Here's why! ▶️#COLFinancial #REITs #Investing #Finance #InvestingInREITs #REITInvesting #DividendIncome #InvestSmart#MoneyTalks#InvestmentTips #REITsPH#InvestPH#PinoyInvestors#FinancialFreedomPH#InvestingPH#PeraGoals#PinoyFinance#StockMarketPH#WealthBuildingPH
Is this the REIT investment for you? #colfinancial #business #investingin COL Financial Group, Inc. 2025-04-23 | Gusto mo ba ng real estate returns without the hassle? This might be the REIT investment for you. Watch to learn more!#COLFinancial #REITs #Investing
Q&A Session | COL Premium Event 2025 COL Financial Group, Inc. 2025-04-08 | Local or Global: Opportunities and Threats in Today's Market | 03 Q&ARecorded on April 5, 2025Moderated by Charles Ang, CFA, Head of COL Research with Melvin Esteban, Wealth Management Specialist and April Lynn-Tan, CFA, Chief Equity Strategist#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.
