Uploaded July 2026 | Updated September 2026, 3 hours ago
Opportunities Beyond the AI Boom | Mid-Year Global Outlook 2026
Moderated by Karlo Biglang-Awa, Head of Customer Experience - COL Fund Source
Featuring Melvin Esteban, FVP & Head of Wealth Management - COL Financial, and Marvin Fausto, President of COL Investment Management, CIO of COL Wealth Management
Recorded on July 30, 2026
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Are you prepared to invest in global funds this 2nd half of 2026?
🌍 Want to explore more global investment opportunities? Visit our Mid-Year Global Outlook 2026 research landing page for our latest views and fund recommendations: bit.ly/COLGlobalOutlook3Q26_YT
💡 Turn investing insights into action. No account yet? Open a COL account and start investing today: https://signup.colfinancial.com/partn...
🔴 Subscribe to our YouTube channel for more market guidance and investing tips!
🔴 Subscribe to COL Equity Strategist April Lee Tan’s YouTube channel for weekly stock market updates: / @apriltanofficial
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⏲ TIMESTAMPS
Global Forecast [4:30]
Inflation and the Path of Interest Rates [9:31]
Transition at the Federal Reserve [23:40]
AI Thesis Intact, Valuations Reset
Global Markets Focus On China: Finding the Next Alpha
Optimizing Fixed Income Returns
Global Currency Rebalancing: Capturing FX Differentials
Outlook on Gold
Key Macro and Geopolitical Risks
Dynamic Allocation Framework
Market Catalysts and the Funds that Benefit
Catalyst 1: AI Capex Spending Continues
Sun Life World Equity Index Fund
Catalyst 2: China’s AI Capabilities Are Catching Up
Fund Pick: Manulife Dragon Growth Equity Fund
Catalyst 3: Asia Builds the AI Buildout
Fund Pick: Manulife Asia Best Select Equity Fund
Catalyst 4: US-Iran Ceasefire or Resolution
Fund Pick: COL Strategic Growth Unitized Mutual Fund
Risk: US-Iran Re-escalation
Risk: Super El Niño
On Inflation
Diversified Strategy: COL Multi-Asset Strategy
Fund Pick: BPI Global Bond Income Fund
Fund Pick: Manulife Global Multi Asset Income Fund
Thematic Fund Tip and Fund Pick: Manulife Healthcare Fund
Investment Opportunities
Principles to Remember
Questions on Macro Matters
Questions on Tech and AI
Questions on Other Thematic Ideas
Questions on Portfolio Strategy
Questions on Managing Risks and Volatility
LIVE Q&A Session
#COLFinancial #COLoutlook #philippinestockmarket
Disclaimers: 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.
Opportunities Beyond the AI Boom | Mid-Year Global Outlook 2026
Moderated by Karlo Biglang-Awa, Head of Customer Experience - COL Fund Source
Featuring Melvin Esteban, FVP & Head of Wealth Management - COL Financial, and Marvin Fausto, President of COL Investment Management, CIO of COL Wealth Management
Recorded on July 30, 2026
====
Are you prepared to invest in global funds this 2nd half of 2026?
🌍 Want to explore more global investment opportunities? Visit our Mid-Year Global Outlook 2026 research landing page for our latest views and fund recommendations: bit.ly/COLGlobalOutlook3Q26_YT
💡 Turn investing insights into action. No account yet? Open a COL account and start investing today: https://signup.colfinancial.com/partn...
🔴 Subscribe to our YouTube channel for more market guidance and investing tips!
🔴 Subscribe to COL Equity Strategist April Lee Tan’s YouTube channel for weekly stock market updates: / @apriltanofficial
====
⏲ TIMESTAMPS
Global Forecast [4:30]
Inflation and the Path of Interest Rates [9:31]
Transition at the Federal Reserve [23:40]
AI Thesis Intact, Valuations Reset
Global Markets Focus On China: Finding the Next Alpha
Optimizing Fixed Income Returns
Global Currency Rebalancing: Capturing FX Differentials
Outlook on Gold
Key Macro and Geopolitical Risks
Dynamic Allocation Framework
Market Catalysts and the Funds that Benefit
Catalyst 1: AI Capex Spending Continues
Sun Life World Equity Index Fund
Catalyst 2: China’s AI Capabilities Are Catching Up
Fund Pick: Manulife Dragon Growth Equity Fund
Catalyst 3: Asia Builds the AI Buildout
Fund Pick: Manulife Asia Best Select Equity Fund
Catalyst 4: US-Iran Ceasefire or Resolution
Fund Pick: COL Strategic Growth Unitized Mutual Fund
Risk: US-Iran Re-escalation
Risk: Super El Niño
On Inflation
Diversified Strategy: COL Multi-Asset Strategy
Fund Pick: BPI Global Bond Income Fund
Fund Pick: Manulife Global Multi Asset Income Fund
Thematic Fund Tip and Fund Pick: Manulife Healthcare Fund
Investment Opportunities
Principles to Remember
Questions on Macro Matters
Questions on Tech and AI
Questions on Other Thematic Ideas
Questions on Portfolio Strategy
Questions on Managing Risks and Volatility
LIVE Q&A Session
#COLFinancial #COLoutlook #philippinestockmarket
Disclaimers: 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.
