Uploaded June 2024 | Updated September 2026, 2 hours ago
Fund Manager Insights featuring COL Investment Management Inc. (CMI)
Zerge Zandueta, CMI Portfolio Manager
Recorded on May 7, 2024
- [0:00] Introduction
- [1:25] Why are Philippine stocks very erratic lately?
- [12:24] Are there any structural issues investors should be concerned about?
- [18:50] How is CMI positioned in this type of environment, and how do you intend to navigate it over time?
- [24:55] In terms of equity preference, does CMI focus on any specific market themes?
- [29:44] Stocks that CMI is focusing on
- [34:12] How does CSG differ from traditional index funds?
- [44:21] How to invest in the Philippine market during this transition period?
- [47:55] Concluding Remarks
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.
Fund Manager Insights featuring COL Investment Management Inc. (CMI)
Zerge Zandueta, CMI Portfolio Manager
Recorded on May 7, 2024
- [0:00] Introduction
- [1:25] Why are Philippine stocks very erratic lately?
- [12:24] Are there any structural issues investors should be concerned about?
- [18:50] How is CMI positioned in this type of environment, and how do you intend to navigate it over time?
- [24:55] In terms of equity preference, does CMI focus on any specific market themes?
- [29:44] Stocks that CMI is focusing on
- [34:12] How does CSG differ from traditional index funds?
- [44:21] How to invest in the Philippine market during this transition period?
- [47:55] Concluding Remarks
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.

![Day 1: Economic Outlook | COL Multi-Asset Investing Summit 2022
COL Multi-Asset Investing Summit: Investing during difficult markets (Day 1)
Fallout, Headwinds and New Leaders: Philippine Economic Outlook
Cielito Habito, PhD
Recorded on June 30, 2022
- Introduction [00:00]
- PH Economic Outlook: Current State of the PH Economy [01:07]
- PH Economic Outlook: The Way Forward [10:51]
- Economic Outlook Q&A [25:00]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: Economic Outlook | COL Multi-Asset Investing Summit 2022](https://i.ytimg.com/vi/IZDspvgCxA4/mqdefault.jpg)


![Technical Outlook | COL Market Outlook 2025
Preparing to Fish for Rebound Opportunities
COL Technical Outlook 2025 | Recorded on January 17, 2025
Introduction [00:00]
Technical Review [01:03]
PSEi Long Term Trend Plot [01:45]
PSEi Short Term View [03:13]
The Bottoming Out Process: Bottoms Take Time to Build [04:50]
Psychology of a Market Cycle [06:12]
Four Market Phases [08:17]
SP500 Review [10:25]
Commodities Review [11:46]
Inflation and Bond Yields (US) [12:32]
Inflation and Bond Yields (PH) [14:14]
US Dollar Index [14:44]
PhP Against USD [15:40]
Recap of the Technical Landscape [17:00]
How the Markets Have Reacted So Far Since the Start of the Year [19:53]
Trading the PSEi Situation [20:44]
Weak Flows: PSEi Annual Net Foreign Flows vis-a-vis Returns [23:09]
Tale of the Tape: PSEi Members [25:08]
Trading Stronger Issues [27:54]
Trading Oversold Rallies [28:54]
Possible Inflection Points [30:38]
Seasonality in the PSEi [31:37]
Technical Outlook Summary [32:31]
What is the most important and significant PSEi level to watch for confirming the markets comeback? [35:20]
#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. Technical Outlook | COL Market Outlook 2025](https://i.ytimg.com/vi/J-RiA52-bdU/mqdefault.jpg)

![Why Mindset Matters in Investing
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, well 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: https://colmindsetmatters.squarespace.com/
#MindsetMatters #InvestWithConfidence #COLFinancial #YourFinanceMind Why Mindset Matters in Investing](https://i.ytimg.com/vi/JIAo8rciYo4/mqdefault.jpg)
![Day 2: Discussion and Q&A on Global Equities | COL Multi-Asset Investing Summit 2022
COL Multi-Asset Investing Summit: Investing during difficult markets (Day 2)
Panel Discussion and Q&A on Global Equities
Marvin Fausto, Paul Lu, and Clara Cheong
Recorded on July 1, 2022
- Introduction [00:00]
- Which market do you think investors should invest to manage their investments better? [1:34]
#COLFinancial #philippinestockmarket #COLfundsource Day 2: Discussion and Q&A on Global Equities | COL Multi-Asset Investing Summit 2022](https://i.ytimg.com/vi/JYO46HzuYPw/mqdefault.jpg)
![COL Conversations: AREIT Special Webinar
COL Conversations: AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
🔗 To join our future COL Conversations webinars, register at http://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]
- AREITs 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](https://i.ytimg.com/vi/JtCALq_og-w/mqdefault.jpg)
![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)
