Uploaded February 2025 | Updated September 2026, 2 hours ago
CSG Recap and 1Q25 Outlook
Zerge Zandueta, COL Portfolio Manager
Recorded on January 30, 2025
- Introduction [0:00]
- 4Q24 Quarterly Update [0:30]
- CSG Recap of Returns [0:40]
- Trump's re-election [1:21]
- Impact of strong dollar [1:38]
- US markets surged, emerging markets lagged [1:56]
- Trump's policies' inflationary effects [2:18]
- Positives: Highly attractive valuations and potential upside recovery [2:40]
- How does CSG navigate this environment? [3:21]
- CSG Portfolio Allocation Breakdown [3:46]
- Recovery opportunities in 2025 [4:04]
- Potential risks in 2025 [4:26]
- Summary [4:46]
#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.
CSG Recap and 1Q25 Outlook
Zerge Zandueta, COL Portfolio Manager
Recorded on January 30, 2025
- Introduction [0:00]
- 4Q24 Quarterly Update [0:30]
- CSG Recap of Returns [0:40]
- Trump's re-election [1:21]
- Impact of strong dollar [1:38]
- US markets surged, emerging markets lagged [1:56]
- Trump's policies' inflationary effects [2:18]
- Positives: Highly attractive valuations and potential upside recovery [2:40]
- How does CSG navigate this environment? [3:21]
- CSG Portfolio Allocation Breakdown [3:46]
- Recovery opportunities in 2025 [4:04]
- Potential risks in 2025 [4:26]
- Summary [4:46]
#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.
