Uploaded June 2023 | Updated September 2026, 2 hours ago
COL Multi-Asset Investing Summit: Embracing Uncertainty
Global Outlook and Q&A Session
Recorded on June 22, 2023
Global Outlook by Zach Bevevino, CFA:
- Introduction [0:00]
- Annual global and local equity returns since 1999 [03:49]
- Inflation remains a big topic globally and a key driver of markets [05:48]
- Fed's rapid rate hikes already causing some damage [08:44]
- Cash rates may be attractive again, but the opportunity cost vs fixed income and equity is tremendous [13:39]
- Over half of fixed income assets yielding above 4% vs. less than a quarter at the start of 2022 [14:53]
- High quality, low duration assets offering attractive yields [16:01]
- Higher yields may provide cushion against further volatility [17:56]
- Bonds offer higher yields and upside today, but still won't fully capture a market rebound [19:50]
- Recent market rally narrows the breadth of winners [21:30]
- Dividend stocks look relatively attractive [23:24]
Q&A Session:
- Assuming we see a maximum of two more Fed rate hikes for the year, could that provide clearance for additional market performance in the medium term or long term? [25:46]
- In your opinion, what are the best global investment themes and trends that local investors in the Philippines can invest in? [28:18]
- Will global recession become a reality this year? [31:36]
- Is it true that Vietnam, Thailand, and Cambodia are much bigger markets than the Philippines so foreign buyers go there first? [35:55]
- What industry will dominate this 2nd half of the year? [39:27]
- With the US economy/manufacturing slowing, inflation tapering, rates pausing, and some emerging markets improving, is it a good time to begin buying while markets are weak? If not today, when should we start? [41:29]
- There's news about BRICKS currency, is it true or not? What's the effect in USD if that's true? [43:59]
- Closing remarks [46:24]
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
COL Multi-Asset Investing Summit: Embracing Uncertainty
Global Outlook and Q&A Session
Recorded on June 22, 2023
Global Outlook by Zach Bevevino, CFA:
- Introduction [0:00]
- Annual global and local equity returns since 1999 [03:49]
- Inflation remains a big topic globally and a key driver of markets [05:48]
- Fed's rapid rate hikes already causing some damage [08:44]
- Cash rates may be attractive again, but the opportunity cost vs fixed income and equity is tremendous [13:39]
- Over half of fixed income assets yielding above 4% vs. less than a quarter at the start of 2022 [14:53]
- High quality, low duration assets offering attractive yields [16:01]
- Higher yields may provide cushion against further volatility [17:56]
- Bonds offer higher yields and upside today, but still won't fully capture a market rebound [19:50]
- Recent market rally narrows the breadth of winners [21:30]
- Dividend stocks look relatively attractive [23:24]
Q&A Session:
- Assuming we see a maximum of two more Fed rate hikes for the year, could that provide clearance for additional market performance in the medium term or long term? [25:46]
- In your opinion, what are the best global investment themes and trends that local investors in the Philippines can invest in? [28:18]
- Will global recession become a reality this year? [31:36]
- Is it true that Vietnam, Thailand, and Cambodia are much bigger markets than the Philippines so foreign buyers go there first? [35:55]
- What industry will dominate this 2nd half of the year? [39:27]
- With the US economy/manufacturing slowing, inflation tapering, rates pausing, and some emerging markets improving, is it a good time to begin buying while markets are weak? If not today, when should we start? [41:29]
- There's news about BRICKS currency, is it true or not? What's the effect in USD if that's true? [43:59]
- Closing remarks [46:24]
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
