Uploaded February 2022 | Updated September 2026, 44 minutes ago
COL Conversations with Citicore Energy REIT Corp.
PH's First Renewable Energy REIT
Oliver Tan and Marvin Fausto
Recorded on February 2, 2022
đź”— To join our future COL Conversations webinars, register at bit.ly/COLconversationsevents
- Introduction [0:00]
- CREIT IPO Overview [3:26]
- CREIT Lease Framework Structure [4:18]
- CREIT's Key Investment Highlights [6:24]
#philippinestockmarket #CREIT #COLconversations #COLFinancial
COL Conversations with Citicore Energy REIT Corp.
PH's First Renewable Energy REIT
Oliver Tan and Marvin Fausto
Recorded on February 2, 2022
đź”— To join our future COL Conversations webinars, register at bit.ly/COLconversationsevents
- Introduction [0:00]
- CREIT IPO Overview [3:26]
- CREIT Lease Framework Structure [4:18]
- CREIT's Key Investment Highlights [6:24]
#philippinestockmarket #CREIT #COLconversations #COLFinancial
![Tech Spotlight with Juanis Barredo: SCC, SPNEC, ALI, TEL, GLO, MPI, MONDE, DMC, BDO, JFC
Tech Spotlight with Juanis Barredo
COL Clients Top 10 Most Traded Stocks in the Past Month
Recorded on April 21, 2023
- Introduction [00:00]
- SCC: Semirara Mining and Power Corporation [00:40]
- SPNEC: SP New Energy Corporation [02:03]
- ALI: Ayala Land, Inc. [03:37]
- TEL: PLDT Inc. [04:26]
- GLO: Globe Telecom Inc. [05:15]
- MPI: Metro Pacific Investments Corporation [06:23]
- MONDE: Monde Nissin [08:33]
- DMC: DMCI Holdings Inc. [10:57]
- BDO: BDO Unibank Inc. [11:48]
- JFC: Jollibee Foods Corporation [15:00]
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 Financial is regulated by the Securities and Exchange Commission. For any questions and concerns, send us a message at helpdesk@colfinancial.com.
#colfinancial #philippinestockmarket
- Tech Spotlight with Juanis Barredo: SCC, SPNEC, ALI, TEL, GLO, MPI, MONDE, DMC, BDO, JFC](https://i.ytimg.com/vi/t53CRFHJZm8/mqdefault.jpg)

![Q&A Session | COL Market Outlook 2023
COL Market Outlook: The Way Forward
Q&A Session with Charles Ang, April Tan, and Juanis Barredo
Recorded on January 27, 2023
- Introduction [0:00]
- If a recession happens to the US, what will happen to our market? [0:18]
- What are the prospects for the Philippines with the reopening of the Chinese economy? [02:53]
- What is your outlook for the Peso/Dollar exchange rate for 2023? [03:56]
- If the inflation continues, will the PH stock market still rally? [05:24]
- Whats your outlook for stock market this year and what can ignite a strong bull scenario for the PSEi [10:03]
- Which sectors and stocks are your top picks for 2023 and why? [16:53]
- What’s COL’s opinion on the recommendation to go fixed income & lessen equity exposure given the macro environment? [20:32]
- What is the best investing strategy? [23:50]
- Which stocks will be involved in the MSCI rebalancing? [25:49]
- Whats the greatest risk for the market in 2023? [26:18]
- Which industry will strive during a recession? [27:23]
- Are we still looking at a recession given the high US GDP rate? [28:19]
- What is the current stage/cycle of the Philippine stock market? [30:31]
- What are your thoughts on REITs? [31:36]
- What do you think will signal a reversal for the rally of equity markets? [34:40]
- How durable is the formation of a golden cross in signaling a reversal of a trend? [35:52]
- What are your insights on the mining industry with the EV and renewable industry booming? [37:34]
- What are your view on mutual funds? [39:20]
- The PSEi Elliott Review: A Truncated 5th Wave [18:21]
- The PSEi Rally: Overstretched and due for a correction [19:52]
- Summary [21:43]
- PSEi strategy: What to expect and what to do [24:06]
- The PSEi Underpinnings [25:02]
- Trading ideas: Financial and consumer-related stocks [26:17]
- PSEi members short-term action targets and stops [28:00]
- Technical Analysis concluding remarks [29:00]
#COLFinancial #COLmarketoutlook #philippinestockmarket Q&A Session | COL Market Outlook 2023](https://i.ytimg.com/vi/tQtGKHfM1MU/mqdefault.jpg)
![Q&A | Mid-Year Global Outlook 2026
Q&A | 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, andMarvin 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: https://bit.ly/COLGlobalOutlook3Q26_YT
đź’ˇ Turn investing insights into action. No account yet? Open a COL account and start investing today: https://signup.colfinancial.com/partn...
đź”´ 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
Questions on Macro Matters [0:06]
Questions on Tech and AI [13:02]
Questions on Other Thematic Ideas [20:26]
Questions on Portfolio Strategy [23:55]
Questions on Managing Risks and Volatility [27:50]
LIVE Q&A Session [30:09]
#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. Q&A | Mid-Year Global Outlook 2026](https://i.ytimg.com/vi/tT6SATS_IbY/mqdefault.jpg)
![Local Fixed Income Outlook | COL Multi-Asset Investing Summit 2023
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 Managements 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 were 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]
- Whats 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 Local Fixed Income Outlook | COL Multi-Asset Investing Summit 2023](https://i.ytimg.com/vi/tqy2rDkhV0k/mqdefault.jpg)
![Q&A Session | COL Market Outlook 2024
COL Market Outlook 2024: Could this time be different?
Q&A Session with Zerge Zandueta, April Lynn Tan, and Juanis Barredo
Recorded on January 26, 2024
- Introduction [0:00]
- When is the likelihood of cutting interest rates? [0:36]
- Do you think additional taxes will be imposed for the government to hit the 4.3 Trillion revenue target? [2:05]
- Will the tension in the West Philippine Sea and Taiwan affect the PH market? [3:17]
- How does the BRICS currency affect the PH economy and PH stocks? [4:28]
- How would AI impact local companies and how could stock market investors position? [6:04]
- What key macroeconomic factors and market trends do you believe will significantly impact investment opportunities in 2024? [9:17]
- What is the best thing to do with your existing stocks that are 50% or more negative? Do we sell, buy more, or just stay? [10:29]
- To those who are in the green after capitalizing on the recent downtrend, how should we approach a potential uptrend in the PSEi? [11:59]
- How long is too long when holding on to a stock? Ive held some banking stocks since 2008. [12:53]
- What are the technical signs that may indicate we are at the start of a sustainable bull run, and how will you know if market corrections are just pullbacks? [15:05]
- What industry/company is best to invest in this 2024? [16:44]
- What second and third-liners (small caps) can potentially outperform the index? [18:30]
- Is it better to buy REITs now? Instead of buying dividend-paying stocks? [20:14]
- Is it recommended to sell if a recession is coming? [22:55]
- If we were already positioned in the leading stocks, how many percent would you recommend to top slice? [25:11]
- Should we take geopolitical tensions in our own region more seriously when it comes to investing? [26:00]
- Is the downturn in Chinas economy a concerning factor for the PH market? If so, what PH sector/s will it affect? [27:07]
- When is the best time to buy after a correction starts? [28:50]
- What is your number one tip for investors and traders for the next few months? [31:06]
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.
#colfinancial #philippinestockmarket Q&A Session | COL Market Outlook 2024](https://i.ytimg.com/vi/tufCRr5XMg8/mqdefault.jpg)


![Building an Effective Portfolio in Volatile Markets | COL Investor Summit 2023
COL Investor Summit 2023: Investing Strategies for the Smart Investor
Building an Effective Portfolio in Volatile Markets
Zane Pulumbarit, CIS, CUSP | COL Funds Specialist
Recorded on June 10, 2023
- Introduction [0:00]
- What is the current market situation? [1:31]
- How can we capitalize on opportunities even through volatile market conditions? [2:56]
- What is a properly diversified portfolio? [3:30]
- How can we build an effective portfolio today? [5:46]
- Funds: The simplest way to build a portfolio [18:58]
- Different types of funds [19:39]
- Why are funds great to invest in? [19:57]
- Available funds in the COL platform [21:13]
- Top fund picks [21:37]
- Summary [23:56]
- With all the options that we have locally and globally, what should our investors keep in mind so that this isn’t so intimidating for them? [25:30]
- What is your thought process when you select a fund? [27:03]
- What is your view on Tech as a theme? [29:43]
- How much should I have in order to diversify? [33:15]
- Which long-term thematic do you think will continue to develop? [35:44]
- How would you organize your portfolio today? [37:39]
- Whats something interesting can you share about funds? [38:37]
- Which countries do you prefer given scenario 1 (soft landing) or scenario 2 (hard landing)? [41:16]
- Is it safe to put our money in REITs while we are still undecided to buy stocks? [43:59]
- What other benefits do funds have in comparison to stocks? [45:29]
- Do you have tips on how to adjust your investments to better fit a change in lifestyle? [52:29]
- How much should you invest in the global vs local market? [54:55]
- Once Maharlika Wealth Fund is approved, what can we expect in the performance of the Philippine market? [56:04]
- Difference of bond funds and direct bonds [58:04]
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 #COLinvestorsummit Building an Effective Portfolio in Volatile Markets | COL Investor Summit 2023](https://i.ytimg.com/vi/udlItFvbeR8/mqdefault.jpg)
![Q&A Session | COL Mid-Year Market Outlook 2024
Q&A Session | COL Mid-Year Market Outlook 2024
Recorded on July 19, 2024
- How will US elections affect the market? [00:14]
- How can US markets affect developing markets? [04:21]
- Why would BSP cut rates before the Fed does? [06:14]
- Do you think rate cuts will be sustained? [07:31]
- How will POGO affect property stocks? [10:00]
- Key takeaways [17:04]
#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. Q&A Session | COL Mid-Year Market Outlook 2024](https://i.ytimg.com/vi/v_LxNfY8T4A/mqdefault.jpg)
![COL Market Outlook 2026
PH Investing Guide to 2026: Opportunities to Stay Selective
Recorded on January 10, 2026
Introduction [0:00]
Market Outlook Threats & Opportunities by April Tan [3:16]
Reasons to stay optimistic [15:53]
Sector opportunities and threats in 2026 [22:32]
Stock picks of April Tan [28:06]
Market Outlook Key Takeaways [31:31]
Local Market Snapshot by Juanis Barredo [33:46]
Tale of the Tape (Index Stocks) [41:28]
Other Interesting Stocks [42:25]
Foreign Markets [44:41]
Bond Yields [47:14]
Currencies [48:58]
Commodities [51:50]
Summary [53:29]
Technical Outlook Key Takeaways [1:00:14]
Top Requested Stocks of COL Clients [1:00:45]
JFC [1:01:23]
ALI [1:05:37]
MBT [1:09:27]
AREIT [1:11:39]
RCR [1:16:26]
CREIT [1:19:05]
TEL [1:22:00]
AC [1:24:57]
BDO [1:27:49]
SCC [1:29:08]
Question on the Economy [1:32:36]
Question on Global Events [1:33:40]
Questions on AI [1:34:55]
Question on Peso [1:37:27]
Questions on Outlook [1:38:32]
Questions on Catalysts [1:43:16]
Ideal allocation for global assets vs. PH equities for a moderate risk investor in 2026? [1:46:18]
What are our options for diversifying outside the Philippines? [1:48:38]
Indicators to monitor trends for maximizing buying & selling in a volatile market? [1:50:40]
Top 5 dividend-paying stocks you are willing to hold for 1-2 years [1:51:57]
Final Key Takeaways [1:53:16]
#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. COL Market Outlook 2026](https://i.ytimg.com/vi/wA-R66BubYI/mqdefault.jpg)