Uploaded February 2026 | Updated September 2026, 2 hours ago
Global Investing Guide 2026: Positioning for the Next Drivers of Growth
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 January 30, 2026
Introduction [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 Investing Guide 2026: Positioning for the Next Drivers of Growth
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 January 30, 2026
Introduction [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
