Uploaded June 2023 | Updated September 2026, 2 hours ago
COL Multi-Asset Investing Summit: Embracing Uncertainty
Local Fixed Income Outlook and Q&A Session
Recorded on June 22, 2023
Local Fixed Income Outlook by Ritchie Teo, CFA:
- Introduction [0:00]
- Inflation has been decelerating locally and in the US [02:10]
- US core inflation slow to come down and Fed to be data dependent before thinking of hiking again [03:16]
- US Recession probability has further increased [04:19]
- Local growth remained strong and minimal cut being priced locally [05:34]
- Risks to SunLife Investment Management's local market view [07:01]
- Summary and strategy [9:59]
Q&A Session:
- Can we really expect the Fed to remain with that 2% inflation target or maybe expect a more realistic 3% level? Why is inflation so important when we're talking about fixed income? [13:32]
- Because the stock market has remained bearish, contrary to expectations, does it make sense to shift cash to fixed income? [17:43]
- As an investor, how do we improve our strategy in investing with this market situation? Is it good to start investing again in this time? [21:11]
- Can you apply the peso cost averaging strategy in buying bond funds? [23:49]
- With US Fed recent intention to hike rates now, how will the Philippines be affected by this? [26:17]
- What would you recommend between preferred shares and fixed income today? [28:56]
- Is it better to get fixed income assets for the short term or long term right now? [31:19]
- What's your forecast for PHP/USD exchange rate given interest rate movements? [33:43]
- Is it okay to focus on REITs as my fixed income for my portfolio instead of bonds? [34:40]
- Closing remarks [37:02]
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 Fixed Income Outlook and Q&A Session
Recorded on June 22, 2023
Local Fixed Income Outlook by Ritchie Teo, CFA:
- Introduction [0:00]
- Inflation has been decelerating locally and in the US [02:10]
- US core inflation slow to come down and Fed to be data dependent before thinking of hiking again [03:16]
- US Recession probability has further increased [04:19]
- Local growth remained strong and minimal cut being priced locally [05:34]
- Risks to SunLife Investment Management's local market view [07:01]
- Summary and strategy [9:59]
Q&A Session:
- Can we really expect the Fed to remain with that 2% inflation target or maybe expect a more realistic 3% level? Why is inflation so important when we're talking about fixed income? [13:32]
- Because the stock market has remained bearish, contrary to expectations, does it make sense to shift cash to fixed income? [17:43]
- As an investor, how do we improve our strategy in investing with this market situation? Is it good to start investing again in this time? [21:11]
- Can you apply the peso cost averaging strategy in buying bond funds? [23:49]
- With US Fed recent intention to hike rates now, how will the Philippines be affected by this? [26:17]
- What would you recommend between preferred shares and fixed income today? [28:56]
- Is it better to get fixed income assets for the short term or long term right now? [31:19]
- What's your forecast for PHP/USD exchange rate given interest rate movements? [33:43]
- Is it okay to focus on REITs as my fixed income for my portfolio instead of bonds? [34:40]
- Closing remarks [37:02]
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
