Uploaded June 2023 | Updated September 2026, 1 hour ago
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
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
