Uploaded June 2025 | Updated September 2026, 2 hours ago
Earning Income Amid Market Volatility | COL Conversations with Manulife Investments
Recorded on May 22, 2025
Moderated by Marvin Fausto, President of COL Investment Management, Inc. with Paul Kalogirou, Managing Director & Head of Client Portfolio Management Manulife Investment Management
- Introduction [0:00]
- Top Pick: Manulife Global Multi-Asset Diversified Income Feeder Fund (GMADI) [0:45]
- Why we like the GMADI fund?: Dividend yield [1:12]
- Are the concerns behind the tariffs and global market volatility behind us? [3:09]
- Where are the markets headed? [9:09]
- Why is the GMADI fund an ideal investment in this kind of market [11:55]
- Sustainability of the pay outs in the coming years [14:27]
- Division of strategy on fixed income equity and options for a sustainable income [27:01]
#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.
Earning Income Amid Market Volatility | COL Conversations with Manulife Investments
Recorded on May 22, 2025
Moderated by Marvin Fausto, President of COL Investment Management, Inc. with Paul Kalogirou, Managing Director & Head of Client Portfolio Management Manulife Investment Management
- Introduction [0:00]
- Top Pick: Manulife Global Multi-Asset Diversified Income Feeder Fund (GMADI) [0:45]
- Why we like the GMADI fund?: Dividend yield [1:12]
- Are the concerns behind the tariffs and global market volatility behind us? [3:09]
- Where are the markets headed? [9:09]
- Why is the GMADI fund an ideal investment in this kind of market [11:55]
- Sustainability of the pay outs in the coming years [14:27]
- Division of strategy on fixed income equity and options for a sustainable income [27:01]
#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.
![Will Markets Continue to Fall? | COL Expert Huddle 2022
COL Expert Huddle 2022: Will Markets Continue to Fall?
Technical Outlook by Juanis Barredo
Recorded on June 13, 2022
COL Chief Technical Analyst Juanis Barredo shares his technical views and advices as global and local markets fall significantly.
- Introduction [0:00]
- Market Overview [0:15]
- US: S&P 500 [1:55]
- Elliott Wave Review of S&P 500 [2:54]
- Overview of Asian and European Markets [6:14]
- US and Philippine Bond Yields [8:10]
- US Dollar Index and Peso-Dollar: Currecncies on an upward path [10:07]
- Continuing Inflation Pains [12:05]
- Commodities: Oil and Wheat [15:37]
- Market Moves Ahead: S&P 500 managed to show an average gain of 3.8% during recessions [18:36]
- PSEi Outlook [20:44]
- Elliott Review of the PSEi [23:30]
- The Philippines - Outflows Persist [25:12]
- Juanis Barredos Summary [26:19]
- PSE Sub-Sectors: Mining shows strength [31:03]
- Performance of the PSEi stocks [32:26]
- Short-Term Technical Strategy for PSEi Stocks [33:52]
- PSEi Tactical Guide [35:36]
- AC & ACEN [38:04]
- AEV & AGI [39:42]
- ALI & AP [40:04]
- BDO & BPI [41:53]
- CNVRG & EMP [42:37]
- GLO & GTCAP [43:25]
*GTCAP Support: 495-466 | Resistance: 515-550
- ICT & JFC [44:27]
- JGS & LTG [45:34]
- MBT & MEG [46:04]
- MER & MONDE [47:17]
- MPI & PGOLD [48:23]
- RLC & SECB [49:21]
- SM & SMC [50:19]
- SMPH & TEL [50:47]
- URC & WLCON [51:53]
#COLexperthuddle #philippinestockmarket #COLFinancial Will Markets Continue to Fall? | COL Expert Huddle 2022](https://i.ytimg.com/vi/EoBzJKvTJkc/mqdefault.jpg)
![Is it a Good Time to Invest in Global Markets? | COL Conversations with Sun Life
COL Conversations with Sun Life Philippines
Is it a Good Time to Invest in Global Markets?
Mikko Vergara, Angeline Cruz, and Marvin Fausto
Recorded on March 18, 2022
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLconversationsevents
- Introduction [0:00]
- 2021 Global market recap [5:26]
- Benefits of global investing: Access and information are easily available [8:19]
- Benefits of global investing: Larger market options outside the Philippines [11:40]
- Benefits of global investing: Manage exposure to a single country [13:00]
- Benefits of global investing: Growth and earnings [15:56]
- Benefits of global investing: Exposure to growth [16:40]
- Benefits of global investing: Valuation differences [18:32]
- Market Catalyst: Federal Reserve policy [19:25]
- Rising of oil prices [21:49]
- Market Catalyst: Geopolitical events [23:06]
- Market Catalyst: Viral outbreaks [24:05]
- MSCI ACWIs performance during global market events [ 24:40]
- Summary [25:42]
#philippinestockmarket #SunLife #COLconversations #COLFinancial Is it a Good Time to Invest in Global Markets? | COL Conversations with Sun Life](https://i.ytimg.com/vi/FYyHKyLUIqU/mqdefault.jpg)
![Day 1: Panel Discussion and Q&A Session | COL Multi-Asset Investing Summit 4Q2022
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 Lees 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, whats 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 Day 1: Panel Discussion and Q&A Session | COL Multi-Asset Investing Summit 4Q2022](https://i.ytimg.com/vi/F_EkeaR0oFc/mqdefault.jpg)
![Local Equities Outlook | COL Multi-Asset Investing Summit 2023
COL Multi-Asset Investing Summit: Embracing Uncertainty
Local Equities Outlook
Elle Jamil (ATR Asset Management)
Recorded on June 22, 2023
- Introduction [0:00]
- Flat PSEi performance vs. the region [1:43]
- Inflation on a downward trajectory [3:43]
- Peso base case stronger than 2022 [4:18]
- 1Q23 strongest performance from power, consumer, banks, properties, and conglomerates [5:25]
- Current P/E is at the cheapest levels since the pandemic [9:29]
- Implied fair value of the PSEi currently at 8,100 [11:14]
- Summary [15:08]
Q&A Session:
- As a local equities manager, how do you think should investors position themselves in the local stock market? [17:25]
- When do we expect the PH stock market to cope up? [19:52]
- Do you still foresee any fundamental changes that we need to see for the PH stock market to turn bullish? [23:00]
- What are the reasons why the PH is lagging behind other markets around the world? [25:07]
- What are the signs of a bearish reversal & what are the stocks that will benefit in a reversal situation? [28:10]
- Is it true that the equity index fund is the best fund to invest in? [31:29]
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.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLfundsource Local Equities Outlook | COL Multi-Asset Investing Summit 2023](https://i.ytimg.com/vi/GNUHb0N5iYw/mqdefault.jpg)

![Q&A Session | COL Conversations with CMI
Q&A Session | COL Conversations with COL Investment Management, Inc.
COL Strategic Growth Fund: How To Actively Invest Even When the Market Says No
Marvin Fausto, Zerge Zandueta, and Chino Tobias
Recorded on November 16, 2023
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- Start of Q&A [0:43]
- What is the best strategy & investment for a low-income investor? [01:00]
- What can you offer to someone who wants to invest even though theyre not technically capable? [01:58]
- What is the best type of mutual fund to invest in? [02:57]
- Is it good to invest now in mutual funds? [03:33]
- I am still interested in investing in mutual funds through COL Financial although I am already 66 years old. Is it still advisable? [03:45]
- Are the top 10 holdings of the funds usually the COL top picks? If not, how are the top holdings different from the top picks? [04:52]
- Is it better to invest more in XCOLCSG than in XCOLEIF? Is it a good strategy to switch my existing index fund to COL Growth Fund? [06:14]
- With long-term interest rates at attractive levels today, why do I still need to take a risk by investing in stocks? [10:34]
- Why should I buy the CSG Fund when it invests in the same companies and the fees are higher? [12:13]
- What time horizon are you looking at before the stock market starts recovery? When do you think the interest rates will peak and when will it start going down? [14:05]
- Do we need to pay the fund manager aside from the 1-1.5% annually? [16:37]
- If the Philippines is expected to have long-term, resilient growth, why is it increasingly becoming more irrelevant to foreign investors? [18:03]
- If the funds earn dividends but do not pay out dividends, I am assuming the dividends earned will form part of the value of the funds unless it simply is not enough to payout for fees. What is your take? [19:21]
- Any product you would recommend for young investors? [21:07]
- Is CMI developing a product to help Filipino investors access global markets more easily? [22:19]
- Would CSG invest in Preferred shares given the attractive yields it offers? [23:02]
- What is your forecast with PSEi by the end of 2023 and by 2024? [24:17]
- Closing remarks and key takeaways [27:07]
#philippinestockmarket #CMI #COLconversations #COLFinancial Q&A Session | COL Conversations with CMI](https://i.ytimg.com/vi/Gu-x057WjYM/mqdefault.jpg)
![Global Outlook with Anis Tiasiri | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Global Outlook by Anis Tiasiri
Recorded on January 28, 2022
Anis Tiasiri, Executive Director of South East Asia Funds from J.P. Morgan Asset Management, discusses his outlook on the global market and which regions should we focus on more this 2022.
- Introduction [0:00]
- COVID-19 vaccinations and infections [3:29]
- Global growth: Real GDP growth across US, China, Europe, and Japan [5:26]
- Global economy: Inflation [6:27]
- Expectations and outlook on US Inflation [7:48]
- G4 central bank policy rates and market expectations [11:44 ]
- China: Economic snapshot [12:54]
- Global equities: Earnings expectation [16:40]
- Global fixed income: Yields and duration [18:12]
- Alternative sources of income [19:19]
- Portfolio construction, asset class returns and volatility this 2022 [21:41]
#COLoutlook #philippinestockmarket #COLFinancial Global Outlook with Anis Tiasiri | COL Market Outlook 2022](https://i.ytimg.com/vi/H0qJKReWZLs/mqdefault.jpg)
![Fundamental Analysis by April Lynn Tan | COL Market Outlook 2023
COL Market Outlook: The Way Forward
Fundamental Analysis by April Lynn Tan, CFA
Recorded on January 27, 2023
Chief Equity Strategist April Lynn Tan, CFA shares her fundamental outlook on the PH market, insights on catalysts and risks, and her stock picks.
- Introduction [0:05]
- Reasons why PH stocks should continue to go up this year [0:33]
- PH to benefit from fund flows to emerging markets [6:56]
- Risks to markets’ strong performance [11:10]
- Risk: PH inflation yet to peak [15:00]
- Risk: PH government has limited fiscal space [16:14]
- Strategy: Conservative Approach [19:07]
- Strategy: Portfolio Allocation [20:40]
- Stock Picks: REITs, Power, Holding Cos., Banks, Properties, Consumers [21:30]
- Stock Picks: Buy on dips [23:12]
#COLoutlook #philippinestockmarket #COLFinancial Fundamental Analysis by April Lynn Tan | COL Market Outlook 2023](https://i.ytimg.com/vi/H3Edgw_6DBM/mqdefault.jpg)


![COL Investment Management, Inc. | COL Fund Managers Insights
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. COL Investment Management, Inc. | COL Fund Managers Insights](https://i.ytimg.com/vi/HiUVjSALlsc/mqdefault.jpg)