Uploaded November 2022 | Updated September 2026, 31 minutes ago

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COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Portfolio Strategy and Q&A Session
Marvin Fausto and April Lynn Tan, CFA
Recorded on November 23, 2022

- Introduction [0:00]

- April Tan's recommended portfolio strategy [1:35]

- Bonds: A safe bet [2:22]

- Caveats of Bonds [5:01]

- Equities: More uncertainties but negatives priced in [7:32]

- Q&A Session with Apri Tan [11:57]

- Do we expect the PSEi to reach the 7,000 level? [12:15]

- April Tan's view on the local market [16:57]

- April Tan's insights on portfolio strategy [21:22]

- How will the different sectors perform in 2023 and how should investors prepare for it? [26:00]

- How will the US economic landing affect the PH market/economy? [31:23]

- For the barbell portfolio strategy, what's your view on substituting CREIT for bonds? [32:57]

- Would buying bonds directly be better vs buying a bond fund? [34:38]

- Considering the ongoing inflation, what stocks do you recommend? [36:00]

- On banks outperformance vs. index, are there risks on asset quality deterioration? [36:35]

- What PH sectors will benefit from China's reopening? [39:33]

- On Real Estate, to what extent will the effects of higher rates be on demand? [40:09]

- April Tan's closing remarks [41:39]


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