Uploaded December 2023 | Updated September 2026, 2 hours ago
COL Conversations: AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- AREIT Overview [04:17]
- Earnings results for the first 9 months of 2023 [08:09]
- Operations Highlights [13:34]
- Dividend growth [15:22]
- AREIT 2024 growth plans [18:20]
- AREIT's property portfolio allocation [28:02]
- Summary: Benefits of buying an industrial land from ACEN [29:15]
#philippinestockmarket #AREIT #COLconversations #COLFinancial
COL Conversations: AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- AREIT Overview [04:17]
- Earnings results for the first 9 months of 2023 [08:09]
- Operations Highlights [13:34]
- Dividend growth [15:22]
- AREIT 2024 growth plans [18:20]
- AREIT's property portfolio allocation [28:02]
- Summary: Benefits of buying an industrial land from ACEN [29:15]
#philippinestockmarket #AREIT #COLconversations #COLFinancial
![Day 1: Panel Discussion and Q&A Session | COL Multi-Asset Investing Summit 2022
COL Multi-Asset Investing Summit: Investing during difficult markets (Day 1)
Panel Discussion and Q&A
Marvin Fausto, Cielito Habito, Rico Gomez, and Mike Enriquez
Recorded on June 30, 2022
- Introduction [00:00]
- What investment instruments can investors consider now? [1:41]
- What is your comment on BSP currently being behind the curve? [7:32]
- How should investors position their portfolios for the rest of 2022? [10:18]
- Should OFWs keep more USD on hand? [14:05]
- What investment strategies do we need to weather the market storm? [16:12]
- What mutual funds are best to invest in during a declining market? [19:29]
- Where are corporate and government bond rates headed in the next 3-5 years? [22:17]
- Is Peso-Cost Averaging effective at this moment? [24:33]
- How can PH adapt to rising interest rates and recession in the foreseeable future? [25:32]
- Should we continue to invest in REITs? [27:19]
- At what percentage of debt to GDP ratio would you consider alarming? [33:18]
- Where would a newbie investor start given the current market conditions? [35:32]
- How should investors take advantage of rising interest rates? [38:05]
- What should an investor, who invested heavily in stocks this year, do? [39:35]
- Do you think interest rates have already peaked? [42:16]
- Is it better to be risk-off now or be more aggressive now that prices are lower? [43:22]
- Closing remarks of Mike Enriquez, Sun Life Investment Management [44:14]
- Closing remarks of Rico Gomez, BPI Investment Management [45:07]
- Closing remarks of Cielito Habito, Ateneo Center for Economic Research & Development [45:49]
- Closing remarks and Key Takeaways by Marvin Fausto [47:04]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: Panel Discussion and Q&A Session | COL Multi-Asset Investing Summit 2022](https://i.ytimg.com/vi/LYI0KyxTMzY/mqdefault.jpg)

![Market Outlook by April Tan | COL Mid-Year Market Outlook 2022
COL Mid-Year Market Outlook: Riding Through A Difficult 2nd Half
Market Outlook by April Tan
Recorded on July 29, 2022
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 [0:00]
- Market Recap for the 1st half of 2022 [0:18]
- The good news: The worst could be over soon [3:33]
- Year-to-date commodity prices fall [4:13]
- Recession might keep inflation and interest rates from rising [5:46]
- Global central banks are now raising rates [10:51]
- The good news: PH is learning to live with the virus [12:33]
- The good news: Marcos assembles an impressive economic team [13:23]
- The bad news: Economic slowdown to hurt corporate profits [14:43]
- The bad news: The new administration has limited fiscal space [16:11]
- Still optimistic as potential earnings downgrade are already priced in [18:12]
- Companies and insiders start buying back their shares [20:39]
- April Tans investing strategies [22:10]
- Stock Picks: REITs, Defensive stocks, and Long-term investments [25:33]
- April Tans summary [27:32]
#COLoutlook #philippinestockmarket #COLFinancial Market Outlook by April Tan | COL Mid-Year Market Outlook 2022](https://i.ytimg.com/vi/LyTRnwnbouk/mqdefault.jpg)
![Will the Philippines be affected by the US banking turmoil? | COLing the Shots March 2023
COLing the Shots with COL Chief Equity Strategist April Tan and COL Head of Research Charles Ang
Recorded on March 17, 2023
- Introduction [0:00]
- What is happening in the US? [0:24]
- What are regulators doing about the US bank runs? [2:16]
- With the recent decline of the PSEi, should the Philippines be worried? [4:52]
- What is your advice to local investors? [7:47]
#COLFinancial #COLingtheShots #philippinestockmarket Will the Philippines be affected by the US banking turmoil? | COLing the Shots March 2023](https://i.ytimg.com/vi/M3pd9ZCqdnk/mqdefault.jpg)

![Technical Analysis by Juanis Barredo | COL Market Outlook 2023
COL Market Outlook: The Way Forward
Technical Analysis by Juanis Barredo
Recorded on January 27, 2023
- Introduction [0:00]
- PSEi recap [01:40]
- Reasons behind the market rally despite rising inflation and interest rates [07:13]
- Risks investors should look out for [08:56]
- Peso-Dollar near major support [10:57]
- Activities of the commodity market [12:20]
- S&P 500 overview [13:29]
- Other global markets contributing to Juanis bullishness [15:30]
- PSEi overview: Resistance and support [16:20]
- Technical Analysis by Juanis Barredo | COL Market Outlook 2023](https://i.ytimg.com/vi/Mb4EuBkaqok/mqdefault.jpg)

![Q&A Session | COL Market Outlook 2025
Q&A Session | COL Market Outlook 2025
Recorded on January 17, 2025
- Intro [00:00]
- Can the upcoming Philippine election improve the stock market of the Philippines? [00:30]
- What is the impact of President Trump on Philippine Stock market? Is there any outlook on the US economy? [04:22]
- Do you se the Peso weakening further? [10:45]
- Whats the best step to deal with underperforming stocks for the past several years? [12:42]
- What are the best sectors for this year? [21:10]
- Given the outlook for this year, is it better to invest in high-dividend stocks? [24:08]
- How will the oversupply of condo affect the REITs this year? [25:42]
- What technical strategies would you recommend this 2025? [28:06]
- Are there no conglomerates stock picks? [30:55]
- When is a good estimate start of advancing? [33:17]
- How does the ballooning government debt affect the market prospects for 2025? [34:25]
- Where is it better to invest, in local or global equities? [36:34]
- What books on finance or mindset do you recommend? [40:05]
- Key Takeaways [45:45]
#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 Market Outlook 2025](https://i.ytimg.com/vi/N6bUxAVblbk/mqdefault.jpg)
![Q&A with DITO Top Management & Marvin Fausto | COL Conversations with DITO
COL Conversations with DITO CME Holdings | Q&A Session
Challenging the Philippine Telco Industry
Eric Alberto, John Ong, Donald Lim, Nerissa Ramos, and Marvin Fausto
Recorded on January 12, 2022
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLconversationsevents
- Introduction [0:00]
- What is DITO offering to the industry? [0:42]
- What is DITOs positioning? [3:55]
- What is 5G Technology and what change can it bring? [6:19]
- What infrastructure is needed for 5G? [8:46]
- Can you take us through the adoption of 5G? [10:12]
- What are DITOs rollout plans? [12:42]
- What is the main challenge that DITO is currently facing? [16:07]
- How much funding does DITO really need? [17:25]
- What is China Telecoms funding commitments? [20:20]
- DCMEs take on foreign ownership of public services [23:35]
- Addressing concerns regarding DITO Tel dilution [27:58]
- Potential of institutional investors coming in [33:35]
- What is the reason behind SRO pricing? [35:27]
- What will happen if the target for funding is not met? [39:59]
- Is DITO still on track for positive growth in the next 5 years? [42:25]
- Is DITOs growth plans sustainable ? [44:43]
- Competition Plans against Globe and PLDT? [45:20]
- Will the business be affected after the elections? [48:30]
- Will DITO give dividends? [49:50]
- Comment on the current DITO stock price [52:02]
- How is DITO addressing 5G limitations in the PH? [54:54]
- How will DITO assure data privacy and security? [57:23]
- When will DITO offer 5G broadband services? [59:11]
- Will DITO venture into e-wallets? [1:00:31]
- What is the churn rate of DITO subscribers? [1:01:14]
- DCME Closing Remarks [1:05:32]
- Key Takeaways by Marvin Fausto [1:06:51]
#philippinestockmarket #DITO #COLconversations #COLFinancial Q&A with DITO Top Management & Marvin Fausto | COL Conversations with DITO](https://i.ytimg.com/vi/N93HEIi2siY/mqdefault.jpg)
![Day 1: Global Outlook | COL Multi-Asset Investing Summit 4Q22
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Global Outlook
Mark Matthews
Recorded on November 22, 2022
- Introduction [0:00]
- US equities, bonds, and 60/40 portfolio total returns since 1928 [0:40]
- Federal funds rate change by year [3:15]
- M2 money supply vs consumer price inflation [4:05]
- ISM Manufacturing survey prices paid vs consumer price inflation [4:44]
- Citi inflation surprise index vs consumer price inflation [5:05]
- Major inflation outbreaks since 1945 vs current consumer price inflation [5:31]
- Commodities vs services consumer price inflation [5:49]
- Expenditures in consumer price index [6:20]
- US mortgage rates [6:40]
- 4-week moving average of US home sales price [7:26]
- US national rent index [7:47]
- Worldwide central banks net rate hikes [8:24]
- Julius Baer rate hike forecast [9:20]
- Fed dot plot median forecast in Dec 2021 vs Sept 2022 [10:14]
- Days to peak in 2-year treasury yield vs end of Fed hiking cycles [11:37]
- 2-year US treasury yield [12:10]
- US dollar index seasonal returns since 2000 and 12-month rolling change [12:35]
- US dollar valuation based on relative purchasing power parity [13:57]
- US dollars vs the MSCI world index [15:32]
- Outlook on the S&P 500 index [16:02]
- Dow Jones industrial average cumulative return per decade since 1900 [19:04]
- NASDAQ 1993-2003 vs Ark Innovation ETF 2013-2023 [19:51]
- Outperforming sectors relative to the S&P 500 [20:59]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: Global Outlook | COL Multi-Asset Investing Summit 4Q22](https://i.ytimg.com/vi/NBbAok6dgKA/mqdefault.jpg)
![Investor Sentiment Survey | COL Multi-Asset Investing Summit 2023
COL Multi-Asset Investing Summit: Embracing Uncertainty
Investor Sentiment Survey
Recorded on June 22, 2023
- Introduction [0:00]
- At what level do you think the PSEi will be at in 6 months? [1:52]
- What is the greatest risk in the market going into the 2nd half of 2023? [2:18]
- What is your top consideration when choosing your investments over the next 3-6 months? [2:45]
- Which of the following products are you currently invested in today? [3:25]
- Going into the 2nd half of 2023, do you plan to increase or decrease your exposure in the following products? [3:45]
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 Investor Sentiment Survey | COL Multi-Asset Investing Summit 2023](https://i.ytimg.com/vi/NPD76DX7cN0/mqdefault.jpg)