Uploaded November 2022 | Updated September 2026, 1 hour ago
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
COL Market Sentiment Survey by Marvin Fausto
Recorded on November 22, 2022
COL Investment Management Inc. President Marvin Fausto shares the results of the latest COL Investor Survey.
- Introduction [00:00]
- At what level do you think the PSEi will be at in 6 months? [1:02]
- What is the greatest risk in the market coming into 2023? [01:24]
- What is your top consideration when choosing your investments over the next 3-6 months? [1:42]
- Where are you currently invested in? [02:15]
- In the next 3-6 months, where do you plan to increase or decrease your exposure? [02:42]
#COLFinancial #philippinestockmarket #COLfundsource
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
COL Market Sentiment Survey by Marvin Fausto
Recorded on November 22, 2022
COL Investment Management Inc. President Marvin Fausto shares the results of the latest COL Investor Survey.
- Introduction [00:00]
- At what level do you think the PSEi will be at in 6 months? [1:02]
- What is the greatest risk in the market coming into 2023? [01:24]
- What is your top consideration when choosing your investments over the next 3-6 months? [1:42]
- Where are you currently invested in? [02:15]
- In the next 3-6 months, where do you plan to increase or decrease your exposure? [02:42]
#COLFinancial #philippinestockmarket #COLfundsource




![Day 2: Tactical Allocation and Event Takeaways | COL Multi-Asset Investing Summit 4Q22
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 2)
Event Takeaways and Tactical Allocation
Marvin Fausto
Recorded on November 23, 2022
- Introduction [0:00]
- Event summary and takeaways [0:44]
- Marvin Faustos Tactical Asset Allocation [2:45]
- For aggressive investors: 60% fixed income & 40% equities [4:42]
- For moderate investors: 70% fixed income & 30% equities [7:05]
- For conservative investors: 80% fixed income & 20% equities [7:37]
#COLFinancial #philippinestockmarket #COLfundsource Day 2: Tactical Allocation and Event Takeaways | COL Multi-Asset Investing Summit 4Q22](https://i.ytimg.com/vi/UCbXIplq5Lo/mqdefault.jpg)
![Top Requested Stocks by COL clients | COL Market Outlook 2024
COL Market Outlook 2024: Could this time be different?
Top Requested Stocks with Zerge Zandueta, April Lynn Tan, and Juanis Barredo
Recorded on January 26, 2024
- Introduction [0:00]
- SCC [01:15]
- ACEN [4:26]
- MBT [7:46]
- ALI [11:02]
- AREIT [14:53]
- JFC [19:40]
- DMC [21:02]
- AC [22:34]
- CNVRG [24:55]
- GLO [27:09]
- Recap & summary of votes on the top requested stocks [29:32]
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.
#colfinancial #philippinestockmarket Top Requested Stocks by COL clients | COL Market Outlook 2024](https://i.ytimg.com/vi/UNPEUNT84Uo/mqdefault.jpg)
![COL Investor Summit 2025 - 5 Must-Know Company Growth Stories
COL Investor Summit 2025 - 5 Must-Know Company Growth Stories
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Get all of the insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC).
Introduction [0:00]
Opening Remarks by COL President Dino Bate [2:55]
Introducing Our Moderators April Lee-Tan and Charles Ang [6:32]
Apex Mining [8:43]
Apex Mining - Key Takeaways from COL Moderators [44:12]
Citicore Energy REIT [47:36]
Citicore Energy REIT - Key Takeaways from COL Moderators [1:22:40]
Meralco PowerGen [1:24:44]
Meralco PowerGen - Key Takeaways from COL Moderators [2:03:18]
SM Investments [2:05:31]
SM Investments Corp - Key Takeaways from COL Moderators [2:43:41]
BPI [2:46:17]
BPI - Key Takeaways from COL Moderators [3:26:00]
Ms. April Lee-Tans Closing Remarks [3:28:34]
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.
#COLFinancial #COLInvestorSummit2025 COL Investor Summit 2025 - 5 Must-Know Company Growth Stories](https://i.ytimg.com/vi/U_JiAyYYMU8/mqdefault.jpg)

![Your shortcut to a reliable income stream | Income-Paying Funds 101
Income-Paying Funds 101
Karlo Biglang-Awa, COL Fund Source Head of Client Experience
- Introduction [0:00]
- What are Income-Paying Funds? [0:12]
- Types of Income-Paying Funds in the COL platform [0:33]
- How can I earn from Income-Paying Funds? [1:07]
- Impact of a strong dollar [1:38]
- Benefits of Income-Paying Funds [1:48]
- Risks of investing in Income-Paying Funds [2:19]
- How do management fees impact returns? [2:52]
- Who are Income-Paying Funds best suited to? [3:31]
- How to learn more about Income-Paying Funds [4:01]
#COLFinancial #COLFundSource #philippinestockmarket #dividentinvesting
*****
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. Your shortcut to a reliable income stream | Income-Paying Funds 101](https://i.ytimg.com/vi/Ueoz_I0aoFQ/mqdefault.jpg)
![Q&A Session | COL Conversations with RL Commercial REIT
Q&A Session | COL Conversations with RL Commercial REIT
Recorded on June 20, 2025
Moderated by April Lynn-Tan, CFA, with Kerwin Tan, Director and Treasurer of RL Commercial REIT
- Implications of RCRs newly announced asset infusions to shareholders [0:00]
- Why are malls attractive today compared to offices? [2:13]
- What is more competitive in terms of leasing? Malls or offices? [4:24]
- Why is becoming bigger important for RCR? [5:03]
- How is the current glut in the real estate industry affecting RCR? [6:40]
- What’s RCR’s growth outlook and how could it affect returns? [11:15]
- What does the asset infusion mean in terms of dividends? [16:23]
- Can RCR be included in the index? How likely is it? [20:20]
- RCRs Timeline, Shareholder, and Board Approval [21:44]
- What are RCR’s main considerations for growth and risk? [22:55]
- What is the comparative advantage of RCR over the other REITs? [25:34]
- How much is the indicative/estimate dividend yield for this year? [31:11]
- How do you keep a consistent dividend increase during downturns? [33:47]
- Cap rates, mall selection, overall occupancy rate, and timeline of future asset infusions? [40:15]
- How RCR will address or restore its free float after a capital infusion? [42:13]
- Why more malls this time around instead of offices? [44:13]
- Discussion on RLCs asset transfers on RCR [47:53]
- Discussion on BPO risks and AI concerns [52:00]
- What is the weighted average lease expiration per sector as of 2025? [55:08]
- Closing Remarks [56:57]
- Outro [57:59]
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.#COLFinancial #philippinestockmarket Q&A Session | COL Conversations with RL Commercial REIT](https://i.ytimg.com/vi/VGGrIqQ5whY/mqdefault.jpg)
![Market Insights by April Tan | 2Q23 Local Outlook
Market Insights by April Tan
2Q 2023 Local Outlook
Recorded on April 21, 2023
- Introduction [00:00]
- What has changed in the markets today? [00:38]
- Is the Philippines vulnerable to what’s happening in the US? [05:08]
- What are your thoughts on the Peso? [07:56]
- Last January, you said funds could flow to emerging markets including the Philippines because of better fundamentals, attractive valuation, and underinvestment by foreigners. Are these still true today? [09:23]
- What is your investment advice for our clients? Should they avoid stocks and be all in cash? [10:46]
- What are your stocks picks? [13:50]
- AREIT, CREIT, AP, AC, SM, GTCAP, MBT, ALI, RLC, JFC, DNL, PGOLD [13:57]
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 Financial is regulated by the Securities and Exchange Commission. For any questions and concerns, send us a message at helpdesk@colfinancial.com.
#colfinancial #philippinestockmarket #marketoutlook Market Insights by April Tan | 2Q23 Local Outlook](https://i.ytimg.com/vi/VdaLqFTZ5ew/mqdefault.jpg)