Uploaded May 2026 | Updated September 2026, 2 hours ago
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 China's Oil Shock Resilience [53:25]
The Great Divergence: US vs. China Equities [58:15]
China's 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
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 China's Oil Shock Resilience [53:25]
The Great Divergence: US vs. China Equities [58:15]
China's 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
