Uploaded December 2022 | Updated September 2026, 2 hours ago
COL Expert Huddle: Is the bear market over?
Panel Discussion
Edward Lee, April Tan, Juanis Barredo, Charles Ang
Recorded on December 5, 2022
We gathered our experts to give our clients an update about the recent rally experienced by the markets due to the FED showing signs of a likely slowdown in rate hikes, and some guidance on maneuvering the current market conditions.
- Introduction [0:00]
- Why has the market rallied significantly over the past month? [2:40]
- How does the Philippines compare to the global market in the past month? [4:17]
- As a market technician, how are you viewing the market today? [4:40]
- Are we seeing the start of a bull market or is it just a bear market rally? [5:30]
- How does the bottoming out process work? [10:18]
#COLexperthuddle #philippinestockmarket #COLFinancial
COL Expert Huddle: Is the bear market over?
Panel Discussion
Edward Lee, April Tan, Juanis Barredo, Charles Ang
Recorded on December 5, 2022
We gathered our experts to give our clients an update about the recent rally experienced by the markets due to the FED showing signs of a likely slowdown in rate hikes, and some guidance on maneuvering the current market conditions.
- Introduction [0:00]
- Why has the market rallied significantly over the past month? [2:40]
- How does the Philippines compare to the global market in the past month? [4:17]
- As a market technician, how are you viewing the market today? [4:40]
- Are we seeing the start of a bull market or is it just a bear market rally? [5:30]
- How does the bottoming out process work? [10:18]
#COLexperthuddle #philippinestockmarket #COLFinancial

![COL Strategic Growth Equity Fund | COL Fund Highlights
In this video, we discussed about the COL Strategic Growth Equity Fund, the flagship fund from COL Investment Management, Inc.
- [0:00] Introduction
- [0:14] What is the COL Strategic Growth Fund?
- [0:39] CSG Strategy
- [0:58] What does COL experts/fund managers do?
- [1:36] What makes CSG different from other actively managed funds?
- [3:18] What are the fees to invest in CSG?
- [4:17] What is the minimum initial investment and additional subscription in CSG?
- [4:26] Who is this fund suitable for?
- [6:27] How to buy CSG?
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 Equity Index Fund (CEIF) is a mutual fund managed by COL Investment Management, Inc. (CMI). Both CEIF and CMI are subsidiaries of COL Financial Group, Inc. COL Strategic Growth Equity Fund | COL Fund Highlights](https://i.ytimg.com/vi/S5V9RGWvuXA/mqdefault.jpg)
![Technical Outlook with Juanis Barredo | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Technical Outlook by Juanis Barredo
Recorded on January 28, 2022
Chief Technical Analyst Juanis Barredo shares his insights and expectations on the local market for the 1st half of 2022.
- Introduction [0:00]
- What happened since our last Market Outlook? [1:07]
- Recap of Technical Outlook last July 2021 (PSEi at 6,270) [2:42]
- PH stock markets current performance [4:46]
- Comparison of Asian Markets [6:23]
- Weekly View: Resistance and Support Levels [7:59]
- Catalysts and Risks [12:00]
- SP500: Heavy correction in progress [16:10]
- US bond yields and commodities [17:24]
- US Dollar Index and Peso-Dollar near or at resistance [18:26]
- Sub-Sectors: 5 largest stocks by market cap and top 3 performers [19:40]
- Selective Stock Strategies [21:54]
- Stock Watch: Stocks to consider [22:58]
- Summary [23:58]
#COLoutlook #philippinestockmarket #COLFinancial Technical Outlook with Juanis Barredo | COL Market Outlook 2022](https://i.ytimg.com/vi/SJnHwlGZh3E/mqdefault.jpg)
![Day 1: COL Market Sentiment Survey | COL Multi-Asset Investing Summit 4Q2022
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
COL Market Sentiment Survey by Marvin Fausto
Recorded on November 22, 2022
COL Investment Management Inc. President Marvin Fausto shares the results of the latest COL Investor Survey.
- Introduction [00:00]
- At what level do you think the PSEi will be at in 6 months? [1:02]
- What is the greatest risk in the market coming into 2023? [01:24]
- What is your top consideration when choosing your investments over the next 3-6 months? [1:42]
- Where are you currently invested in? [02:15]
- In the next 3-6 months, where do you plan to increase or decrease your exposure? [02:42]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: COL Market Sentiment Survey | COL Multi-Asset Investing Summit 4Q2022](https://i.ytimg.com/vi/SuMT5O24SMM/mqdefault.jpg)




![Day 2: Tactical Allocation and Event Takeaways | COL Multi-Asset Investing Summit 4Q22
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 2)
Event Takeaways and Tactical Allocation
Marvin Fausto
Recorded on November 23, 2022
- Introduction [0:00]
- Event summary and takeaways [0:44]
- Marvin Faustos Tactical Asset Allocation [2:45]
- For aggressive investors: 60% fixed income & 40% equities [4:42]
- For moderate investors: 70% fixed income & 30% equities [7:05]
- For conservative investors: 80% fixed income & 20% equities [7:37]
#COLFinancial #philippinestockmarket #COLfundsource Day 2: Tactical Allocation and Event Takeaways | COL Multi-Asset Investing Summit 4Q22](https://i.ytimg.com/vi/UCbXIplq5Lo/mqdefault.jpg)
![Top Requested Stocks by COL clients | COL Market Outlook 2024
COL Market Outlook 2024: Could this time be different?
Top Requested Stocks with Zerge Zandueta, April Lynn Tan, and Juanis Barredo
Recorded on January 26, 2024
- Introduction [0:00]
- SCC [01:15]
- ACEN [4:26]
- MBT [7:46]
- ALI [11:02]
- AREIT [14:53]
- JFC [19:40]
- DMC [21:02]
- AC [22:34]
- CNVRG [24:55]
- GLO [27:09]
- Recap & summary of votes on the top requested stocks [29:32]
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.
#colfinancial #philippinestockmarket Top Requested Stocks by COL clients | COL Market Outlook 2024](https://i.ytimg.com/vi/UNPEUNT84Uo/mqdefault.jpg)
![COL Investor Summit 2025 - 5 Must-Know Company Growth Stories
COL Investor Summit 2025 - 5 Must-Know Company Growth Stories
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Get all of the insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC).
Introduction [0:00]
Opening Remarks by COL President Dino Bate [2:55]
Introducing Our Moderators April Lee-Tan and Charles Ang [6:32]
Apex Mining [8:43]
Apex Mining - Key Takeaways from COL Moderators [44:12]
Citicore Energy REIT [47:36]
Citicore Energy REIT - Key Takeaways from COL Moderators [1:22:40]
Meralco PowerGen [1:24:44]
Meralco PowerGen - Key Takeaways from COL Moderators [2:03:18]
SM Investments [2:05:31]
SM Investments Corp - Key Takeaways from COL Moderators [2:43:41]
BPI [2:46:17]
BPI - Key Takeaways from COL Moderators [3:26:00]
Ms. April Lee-Tans Closing Remarks [3:28:34]
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.
#COLFinancial #COLInvestorSummit2025 COL Investor Summit 2025 - 5 Must-Know Company Growth Stories](https://i.ytimg.com/vi/U_JiAyYYMU8/mqdefault.jpg)