Uploaded February 2023 | Updated September 2026, 1 hour ago
In this video, our COL experts share their different views on how to look for the best investments this 2023.
In this video, our COL experts share their different views on how to look for the best investments this 2023.
![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)

![COL Global Market Outlook | Q2 2026
Global Outlook 2026
Speakers: 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 April 14, 2026
Introduction [0:00]
Highlights [0:25]
Global Forecast [6:30]
Market Reaction to Iran Conflict [17:39]
Limited Public Support for US Action in Iran [26:54]
AI Thesis Intact, Valuations Reset [29:17]
AI: Benchmarking AI Maturity [33:51]
AI value moving across the industry chain [36:10]
AI: Infrastructure to Application [44:08]
AI Automation: Industry Exposure [45:19]
Healthcare: Taking Advantage of AI [47:30]
AI: Data center rapid growth [49:52]
Focus on China: Finding the Next Alpha [52:19]
Structural Factors Support Chinas Oil Shock Resilience [53:25]
The Great Divergence: US vs. China Equities [58:15]
Chinas 4th Plenum [1:01:02]
Optimizing Fixed Income Returns [1:04:27]
Capturing FX Differentials [1:10:10]
On Gold [1:12:13]
Key Macro and Geopolitical Risks [1:15:54]
Risk to Watch-out For: Yen Carry Trade Unwinding [1:19:52]
Dynamic Allocation Framework [1:22:13]
Convictions: Equities, Fixed Income, Currencies [1:26:01]
Positioning in This Volatile Market [1:27:39]
Global Returns and Macro Adjustments [1:29:05]
Timing vs. Time in the Market [1:30:12]
Central Themes: Growth, Income, Themes [1:31:57]
Fund Pick: Sunlife World Equity Index Fund [1:33:32]
Fund Pick: BPI US Equity Index Feeder Fund [1:35:28]
Fund Pick: Manulife Asia Best Select Equity Fund [1:36:21]
China: Dominant, Cheap Option [1:37:18]
Income-paying Funds [1:40:19]
Fund Pick: BPI Global Bond Income Fund [1:40:46]
Fund Pick: Manulife Global Mulit Asset Income Fund [1:41:41]
Themes: Healthcare [1:42:24]
Fund Pick: Manulife Healthcare Fund [1:43:50]
Philippines: Active Strategy [1:44:49]
Fund Pick: COL Strategic Growth Fund [1:45:13]
Fund Pick: BPI High Yield Dividend Fund [1:45:50]
Investment Opportunities: Growth, Themes [1:46:31]
Multi-Asset Strategy, Things We Cannot Control and Can Control [1:47:44]
#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 COL Global Market Outlook | Q2 2026](https://i.ytimg.com/vi/O1bOXAlmXKo/mqdefault.jpg)


![Q&A | Investing Opportunities Shaping 2026
Q&A | Investing Opportunities Shaping 2026
Recorded on November 25, 2025 via Zoom
Moderated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund Source
Featuring Melvin Esteban, FVP and Head of Wealth Management of COL Financial and Marvin Fausto, President of COL Investment Management
Introduction [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. Q&A | Investing Opportunities Shaping 2026](https://i.ytimg.com/vi/PB9VeFUXjGk/mqdefault.jpg)