Uploaded February 2026 | Updated September 2026, 2 hours ago
Ever wondered how investors get exposure to global markets, not just one country?
In this episode, we break down how a single global index tracks thousands of companies worldwide, and how investors can invest in it in a simple, practical way.
COL Fund Source Head of Customer Experience Karlo Biglang-awa talks to Sun Life Fund Manager Mikko Vergara, to explain what the MSCI All Country World Index (ACWI) really is—and why it matters for long-term investors seeking global diversification.
In this episode, you’ll learn how to:
- Get a clear snapshot of global growth across developed and emerging markets
- Access this global strategy through a real, investable fund—the Sun Life Prosperity World Equity Index Fund
- Understand where global diversification fits in a long-term portfolio
At COL Fund Source, we go beyond offering funds. We help investors build portfolios that are diversified locally and globally, across asset classes, and aligned with real financial goals.
This Fund Spotlight is part of our commitment to simplify investing—so clients can make more confident, well-informed decisions in a global market.
Disclaimer: The views and opinions expressed in this episode are of their own and do not necessarily reflect those of any organization. This content is for informational purposes only and should not be considered as investment advice. Always do your own research or consult a licensed financial advisor before making any investment decisions.
Ever wondered how investors get exposure to global markets, not just one country?
In this episode, we break down how a single global index tracks thousands of companies worldwide, and how investors can invest in it in a simple, practical way.
COL Fund Source Head of Customer Experience Karlo Biglang-awa talks to Sun Life Fund Manager Mikko Vergara, to explain what the MSCI All Country World Index (ACWI) really is—and why it matters for long-term investors seeking global diversification.
In this episode, you’ll learn how to:
- Get a clear snapshot of global growth across developed and emerging markets
- Access this global strategy through a real, investable fund—the Sun Life Prosperity World Equity Index Fund
- Understand where global diversification fits in a long-term portfolio
At COL Fund Source, we go beyond offering funds. We help investors build portfolios that are diversified locally and globally, across asset classes, and aligned with real financial goals.
This Fund Spotlight is part of our commitment to simplify investing—so clients can make more confident, well-informed decisions in a global market.
Disclaimer: The views and opinions expressed in this episode are of their own and do not necessarily reflect those of any organization. This content is for informational purposes only and should not be considered as investment advice. Always do your own research or consult a licensed financial advisor before making any investment decisions.

![COL Investor Summit 2025 | MGEN
COL Investor Summit 2025 | MGEN
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
Featuring Dennis Jordan, MGEN Renewable President & CEO, and Felino Bernardo, MGEN Thermal Chief Operating Officer
Introduction [0:00]
MGENs current portfolio and growth expectations [2:51]
MGEN on sustainability, affordability, and expansion on coal [13:45]
MGEN on funding the CAPEX with international expansions [16:55]
MGEN on MTerra Solars pipeline and capacity [19:26]
SPNEC and MGENs relationship and impact on MGENs growth [23:16]
MGEN on asset injections with SPNEC [24:51]
MERs current energy mix and alignment with the governments target of 30% by 2035 [30:20]
MGENs advantage from other power companies [33:04]
How does MGEN fit into MERs story and their target contribution on the long-term [37:07]
COL Moderators Key Takeaways [39:27]
Get the full insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC) from this video: https://youtu.be/U_JiAyYYMU8
#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. COL Investor Summit 2025 | MGEN](https://i.ytimg.com/vi/82jBhNv5BVA/mqdefault.jpg)

![Juanis Barredos Top Picks | COL Expert Huddle 2024
COL Expert Huddle with Chief Technical Analyst Juanis Barredo
Recorded on March 15, 2024
- [0:00] Introduction
- [0:05] Where should traders focus on?
- [2:47] 3 basic segments of market trends in particular phases
- [5:56] Index companies in each market phase
- [6:45] Preferred stock picks of Juanis
- [7:44] BLOOM
- [9:50] ICT
- [10:27] LTG
- [11:15] SM
- [11:35] TEL
- [12:32] ALI
- [13:04] BDO
- [13:45] BPI
- [14:12] CNPF
- [14:47] DMC
- [15:42] GTCAP
- [16:19] JFC
- [17:35] MBT
- [18:08] MONDE
- [19:23] SCC
- [20:31] Key reminders for Juanis stock picks
#COLFinancial #philippinestockmarket #technicalanalysis
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. Juanis Barredos Top Picks | COL Expert Huddle 2024](https://i.ytimg.com/vi/8f_heBu3P4s/mqdefault.jpg)
![Q&A Session and Key Takeaways | COL Mid-Year Market Outlook 2025
Q&A Session and Key Takeaways | COL Mid-Year Market Outlook 2025
Recorded on July 5, 2025
Moderated by Charles Ang, CFA, Head of COL Research, with Juanis Barredo, Chief Technical Analyst and April Lynn-Tan, CFA, Chief Equity Strategist
Introduction [0:00]
The market rise in the existing political conditions of the Philippines [0:12]
The FDIs disappointment this year and did the market already bottomed? [3:53]
Brokerage challenges and broker-led reforms supporting PDEX-PSE integration [9:48]
Will the passing of CMEPA bring more volatility? [15:21]
Proposed changes in the PSEi criteria, its implementation and its possible catalyst for AP [17:02]
Sectors to focus in the next 6 months or beyond [20:04]
Threat of online shopping to the local consumer market [21:46]
Closing remarks from April Lynn Tan [25:03]
Closing remarks from Juanis Barredo [25:40]
Key Takeaways [27:13]
#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. Q&A Session and Key Takeaways | COL Mid-Year Market Outlook 2025](https://i.ytimg.com/vi/8mYxTD5-M-4/mqdefault.jpg)



![Q&A Session and Key Takeaways | COL Expert Huddle 2024
COL Expert Huddle with Chief Technical Analyst Juanis Barredo
Recorded on March 15, 2024
- [0:00] Introduction
- [0:17] How do you read the market going down today?
- [1:09] How likely will the 2023 scenario happen again in 2024?
- [1:44] Is Puregold a good stock to buy this time?
- [2:48] Is long-term investment part of the present trading challenges?
- [3:57] What indicator to use for ICT and how to plot it?
- [5:44] Is it good to do EIP?
- [7:36] How do we do technical analysis on more medium-term trading?
- [9:37] Is it good to buy MEG now?
- [10:47] Will 2nd liners start going up while index stocks pull back?
- [12:01] How about 2nd & 3rd liners? Is PLC still a good buy?
- [14:29] What is the dollars short and long-term trend?
- [15:49] What is the trend reading for AP?
- [17:00] Where is URC heading to?
- [18:25] Pros and cons to dividend investing
- [20:46] PSEi performance compared to other Asian markets
- [22:08] Short and medium-term view for RRHI
- [24:32] Key Takeaways
#COLFinancial #philippinestockmarket #technicalanalysis
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. Q&A Session and Key Takeaways | COL Expert Huddle 2024](https://i.ytimg.com/vi/A458Z8y1KfI/mqdefault.jpg)
![Market Outlook with April Tan | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Market Outlook by April Lynn Tan, CFA
Recorded on January 28, 2022
Chief Equity Strategist April Lynn Tan, CFA shares her fundamental outlook on the PH market, insights on catalysts and risks, and her stock picks.
- Introduction [0:00]
- Considerable factors on why we shouldnt buy stocks today [0:33]
- Risks to the bearish view [1:50]
- Risk 1: COVID-19 can be endemic [2:35]
- Risk 2: Election outcomes [6:47]
- Risk 3: Inflation proves to be transitory [9:35]
- Risk 4: Strong demand for goods might not be sustained [10:30]
- Risk 5: Strong dollar not good for commodity prices [13:08]
- Risk 6: Higher interest rates [14:16]
- Risk 7: Cautious view priced in [15:50]
- Other positive developments [17:20]
- April Tans strategy on the stock market [18:48]
- April Tans stock picks [20:50]
- Summary [22:42] Market Outlook with April Tan | COL Market Outlook 2022](https://i.ytimg.com/vi/ABHHUGxqI-Y/mqdefault.jpg)
![Most Requested Stocks | COL Market Outlook 2023
COL Market Outlook: The Way Forward
COL clients Most Requested Stocks with Charles Ang, April Tan, and Juanis Barredo
Recorded on January 27, 2023
- Introduction [0:00]
- MBT [0:48]
- TEL [03:47]
- JFC [8:18]
- SCC [11:33]
- ALI [14:27]
- MPI [18:42]
- ACEN [22:09]
- DMC [25:46]
- BDO [28:58]
- LTG [31:40]
#COLFinancial #COLmarketoutlook #philippinestockmarket Most Requested Stocks | COL Market Outlook 2023](https://i.ytimg.com/vi/Ay6TTVWQP_8/mqdefault.jpg)