Market Outlook: Key Global & Local Drivers @COLfinancial
Market Outlook: Key Global & Local Drivers  @COLfinancial
Uploaded September 2025 | Updated September 2026, 1 hour ago
Market Outlook: Key Global & Local Drivers | 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]
- 2025 Global Highlights [0:20]
- Expected Economic Growth Outlook in 2025: Global Forecast [2:33]
- Asia's Growth Divergence: Asian Primary Highlights [4:54]
- Risks to Watch in the Asia [7:08]
- What will Trump mean in the markets? [7:23]
- Trump's Economic Implications [7:59]
- How to invest? Insights from the Narratives: Position for lower rates [12:30]
- How to invest? Insights from the Narratives: More to go in stocks [21:17]
- How to invest? Insights from the Narratives: Sell further dollar strength [22:38]
- How to invest? Insights from the Narratives: Go for gold [24:57]
- How to invest? Insights from the Narratives: Time for real estate [25:38]
- Philippine Landscape: Reshaping Growth Amidst Regional and Fiscal Shifts [26:14]
- PSEI Outlook: How cheap is the Philippine market? [36:04]

#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.
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Market Outlook: Key Global & Local Drivers

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