Uploaded September 2025 | Updated September 2026, 1 hour ago
Global Portfolio: Strategies & Fund Picks | Beyond Borders: Positioning Your Portfolio for Global Growth
Recorded on August 29, 2025
Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management
- Introduction [0:00]
- Globalizing Your Portfolios [0:28]
- COL Global Funds Universe [3:12]
- Global Double Digit Earnings growth for 2026 [4:25]
- Fund Pick: Sunlife World Equity Index Fund [7:14]
- Ride AI growth story cheaper in China [8:25]
- Fund Pick: Manulife Dragon Growth Equity Fund [10:53]
- Undervalued Philippine equities [12:28]
- Fund Pick: COL Strategic Growth Fund [13:49]
- BSP cutting rates--Bond funds in play! [15:04]
- Fund Pick: BPI ABF Phil Bond Fund [16:49]
- Investment Opportunities: Fund picks returns and thesis [17:53]
#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.
Global Portfolio: Strategies & Fund Picks | Beyond Borders: Positioning Your Portfolio for Global Growth
Recorded on August 29, 2025
Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management
- Introduction [0:00]
- Globalizing Your Portfolios [0:28]
- COL Global Funds Universe [3:12]
- Global Double Digit Earnings growth for 2026 [4:25]
- Fund Pick: Sunlife World Equity Index Fund [7:14]
- Ride AI growth story cheaper in China [8:25]
- Fund Pick: Manulife Dragon Growth Equity Fund [10:53]
- Undervalued Philippine equities [12:28]
- Fund Pick: COL Strategic Growth Fund [13:49]
- BSP cutting rates--Bond funds in play! [15:04]
- Fund Pick: BPI ABF Phil Bond Fund [16:49]
- Investment Opportunities: Fund picks returns and thesis [17:53]
#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.
