Uploaded November 2022 | Updated September 2026, 2 hours ago
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Panel Discussion and Q&A Session
Marvin Fausto, Edmund Lee, CFA, Mark Matthews
Recorded on November 22, 2022
- Introduction [0:00]
- Are the bond markets telling us that markets have already bottomed? [0:25]
- How sure are you with the April 2023 forecasted rate cut? [1:20]
- Edmund Lee's views and reaction to Mark Matthews' global outlook [3:08]
- Which markets does Julius Baer recommend its clients invest in? [6:50]
- With geopolitical tensions, what's the worst case that could happen to equity investments? [9:43]
- What could stop a bear market rally? [11:38]
- Are there any more headwinds expected to dampen the stock market? [12:27]
- What is the best investment during a recession? [13:16]
- How would you balance the risk on your portfolio for 2023? [14:15]
- How can we level off the investing risks in an uncertain economy? [15:47]
- Which industries do you think will recover ahead of the rest? [17:43]
- How should we strategize amidst a bearish market? [20:57]
- 2023 Outlook on energy & wages inflation, and global supply chain situation [24:49]
- Would emerging markets be a safer bet in an environment where (1) FED rate hike slows down, (2) Inflation decreases, (3) Dollar weakens, (4) Possible recession on Developed markets? [26:44]
- What will be the effect of foreign outflows to China? [30:04]
- How should an active investor rebalance its portfolio to address the short-term risks and take advantage of the medium to long-term opportunities? [34:12]
- Closing Remarks [36:41]
#COLFinancial #philippinestockmarket #COLfundsource
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Panel Discussion and Q&A Session
Marvin Fausto, Edmund Lee, CFA, Mark Matthews
Recorded on November 22, 2022
- Introduction [0:00]
- Are the bond markets telling us that markets have already bottomed? [0:25]
- How sure are you with the April 2023 forecasted rate cut? [1:20]
- Edmund Lee's views and reaction to Mark Matthews' global outlook [3:08]
- Which markets does Julius Baer recommend its clients invest in? [6:50]
- With geopolitical tensions, what's the worst case that could happen to equity investments? [9:43]
- What could stop a bear market rally? [11:38]
- Are there any more headwinds expected to dampen the stock market? [12:27]
- What is the best investment during a recession? [13:16]
- How would you balance the risk on your portfolio for 2023? [14:15]
- How can we level off the investing risks in an uncertain economy? [15:47]
- Which industries do you think will recover ahead of the rest? [17:43]
- How should we strategize amidst a bearish market? [20:57]
- 2023 Outlook on energy & wages inflation, and global supply chain situation [24:49]
- Would emerging markets be a safer bet in an environment where (1) FED rate hike slows down, (2) Inflation decreases, (3) Dollar weakens, (4) Possible recession on Developed markets? [26:44]
- What will be the effect of foreign outflows to China? [30:04]
- How should an active investor rebalance its portfolio to address the short-term risks and take advantage of the medium to long-term opportunities? [34:12]
- Closing Remarks [36:41]
#COLFinancial #philippinestockmarket #COLfundsource
