Uploaded December 2025 | Updated September 2026, 2 hours ago
Q&A | Investing Opportunities Shaping 2026
Recorded on November 25, 2025 via Zoom
Moderated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund Source
Featuring Melvin Esteban, FVP and Head of Wealth Management of COL Financial and Marvin Fausto, President of COL Investment Management
Introduction [0:00]
Questions on Global Markets [0:43]
Questions on the Philippine Market [8:40]
Questions on Best Strategies [12:29]
Questions on Fund Products [13:33]
Concerns on China as a communist country [15:22]
Questions on COL operations & services [19:01]
Profitability or Liquidity? [22:29]
Advantages of fund investing, rather than stocks? [23:24]
Management Fees [26:44]
Ballpark Figure in investing on Global Funds [29:53]
Property investments and REITs [30:21]
Possible global conflicts affecting global markets [32:44]
Key Takeaways [36:55]
#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 | Investing Opportunities Shaping 2026
Recorded on November 25, 2025 via Zoom
Moderated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund Source
Featuring Melvin Esteban, FVP and Head of Wealth Management of COL Financial and Marvin Fausto, President of COL Investment Management
Introduction [0:00]
Questions on Global Markets [0:43]
Questions on the Philippine Market [8:40]
Questions on Best Strategies [12:29]
Questions on Fund Products [13:33]
Concerns on China as a communist country [15:22]
Questions on COL operations & services [19:01]
Profitability or Liquidity? [22:29]
Advantages of fund investing, rather than stocks? [23:24]
Management Fees [26:44]
Ballpark Figure in investing on Global Funds [29:53]
Property investments and REITs [30:21]
Possible global conflicts affecting global markets [32:44]
Key Takeaways [36:55]
#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 Global Outlook 2026
Global Investing Guide 2026: Positioning for the Next Drivers of Growth
Speakers: Melvin Esteban (COL Head of Wealth Management), Marvin Fausto (COL Investment Management President), and Karlo Biglang-Awa (COL Fund Source Head of Customer Experience)
Recorded on January 30, 2026
Introduction [0:00]
2025 Outlook Recap [5:00]
2026 Global Market Outlook [10:41]
Assessing the AI Bubble Risk [17:33]
Optimizing Fixed Income Returns [52:27]
Key Macro & Geopolitical Risks [57:46]
High Conviction Global Market Playbook [1:03:12]
Key Takeaways for the Global Outlook [1:05:15]
Global Investing Guide: Globalizing your portfolios [1:07:08]
Trends, Risks, Opportunities & Top Fund Picks[1:10:06]
Investment Opportunities [1:30:16]
Investing Principles to Remember [1:32:53]
Q&A Portion [1:34:54]
Questions on Market Outlook & Global Macro [1:35:10]
Questions on Portfolio Construction & Asset Allocation [1:41:47]
Questions on AI as an Investment Theme [1:43:38]
Questions on Access, Platforms, & Practical Investing [1:46:56]
Effect of cut-off times & market holidays on global fund transactions? [1:55:26]
How does CSG fund manage drawdowns during periods of market stress? [1:56:29]
Common mistakes of first-time global investors? [1:57:29]
How do tech giants generate revenue & measure ROI for AI investments? [1:59:43]
When is the best time to buy a money market fund? [2:02:45]
Key Takeaways [2:05:10]
#COLFinancial #COLoutlook #globalmarkets
Disclaimers: Securities recommended, offered or distributed by COL Financial Group, Inc. are subject to investment risks, including the possible loss of the principal amount invested. Past business performance is not indicative of and does not represent future returns. Although the information in this report has been obtained from and is based upon sources believed to be reliable, COL does not guarantee its accuracy, timeliness, completeness, correctness, or fitness for any particular purpose. All opinions and estimates constitute the judgment of COL as of the date of the report and are subject to change without prior notice. This report is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. COL Financial and/or its directors, officers, employees, and agents may have investments in securities or derivatives of the companies mentioned in this report and may trade them in ways different from those discussed in this report. COL Investment Management Inc. (CMI) and the funds that it manages are subsidiaries of COL Financial Group Inc.
Mutual Funds and UITFs are not deposit products and are not insured by the Philippine Deposit Insurance Corp. (PDIC). Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest.
For any questions, email us at helpdesk@colfinancial.com. COL is registered with the Securities and Exchange Commission with email address msrdsubmission@sec.gov.ph COL Global Outlook 2026](https://i.ytimg.com/vi/PfPJNu1fHYA/mqdefault.jpg)
![Standing on Solid Ground | COL Conversations with ALI & AREIT
COL Conversations with Ayala Land, Inc and AREIT, Inc
Standing on Solid Ground
Augusto Bengzon, Carol Mills, and Marvin Fausto
Recorded on August 16, 2022
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- ALIs overview and growth drivers [2:50]
- Macroeconomic factors that drive ALI [5:15]
- ALIs 1st half of 2022 performance highlights [12:47]
- Difference of ALI from other property developers globally [16:08]
- ALI presentation summary [18:43]
- AREIT overview [21:09]
- 2021 AREIT acquisitions [22:46]
- Effects of 2021 and 2022 property-for-share swap with ALI [23:19]
- AREITs financial performance [25:53]
- AREITs 1st half performance highlights [27:01]
- AREIT presentation summary [29:06]
- Insights on REIT investing amidst uncertainty [29:39]
- REIT benefits to investors [31:09]
- Summary [35:54]
#philippinestockmarket #AyalaLand #AREIT #COLconversations #COLFinancial Standing on Solid Ground | COL Conversations with ALI & AREIT](https://i.ytimg.com/vi/QI_3JHRYaV0/mqdefault.jpg)

![Q&A Session | COL Mid-Year Market Outlook 2022
COL Mid-Year Market Outlook 2022: Riding Through A Difficult 2nd Half
Q&A Session with April Lynn Tan, CFA, Juanis Barredo, and Marvin Fausto
Recorded on July 29, 2022
Our experts answer advance questions sent in by COL clients and some live questions from attendees.
- With earnings growth vulnerable to downgrades, how bad will it be? [0:00]
- How do we make money in this down market? [2:38]
- What is the likelihood of a global recession, and how will it affect PH economy? [3:51]
- How long will this global inflation last? [7:09]
- With the new government, how do you see markets in 2023? [9:31]
- What is your take on the mining industry with the current admin? [11:14]
- What indicators should we look out for to signal the ending of the bear market? [11:53]
- How will the Dennis Uy vs BDO issue affect his stocks? [12:30]
- Are there sectors that can thrive in this poor market condition? [13:00]
- At rising interest rates, is it still good to invest in REITs? [15:50]
- What is the best strategy today? Deplow now or wait for reversal? [18:05]
- Should we buy on dip then sell on rallies, or shift to buy and hold? [19:20]
- Why did JG Summit dispose of MER shares? [20:12]
- Any speculative stocks that you can recommend? [21:49]
- Whats the reason behind the unusual US market reaction after the FED raised rates? [23:15]
- Parting words from April Tan and Juanis Barredo [27:34]
- Closing remarks and key takeaways [30:20] Q&A Session | COL Mid-Year Market Outlook 2022](https://i.ytimg.com/vi/QhMTaWpPIvw/mqdefault.jpg)

![Is the bear market over? | COL Expert Huddle Panel Discussion
COL Expert Huddle: Is the bear market over?
Panel Discussion
Edward Lee, April Tan, Juanis Barredo, Charles Ang
Recorded on December 5, 2022
We gathered our experts to give our clients an update about the recent rally experienced by the markets due to the FED showing signs of a likely slowdown in rate hikes, and some guidance on maneuvering the current market conditions.
- Introduction [0:00]
- Why has the market rallied significantly over the past month? [2:40]
- How does the Philippines compare to the global market in the past month? [4:17]
- As a market technician, how are you viewing the market today? [4:40]
- Are we seeing the start of a bull market or is it just a bear market rally? [5:30]
- How does the bottoming out process work? [10:18]
#COLexperthuddle #philippinestockmarket #COLFinancial Is the bear market over? | COL Expert Huddle Panel Discussion](https://i.ytimg.com/vi/RGfCi3ypddA/mqdefault.jpg)

![COL Strategic Growth Equity Fund | COL Fund Highlights
In this video, we discussed about the COL Strategic Growth Equity Fund, the flagship fund from COL Investment Management, Inc.
- [0:00] Introduction
- [0:14] What is the COL Strategic Growth Fund?
- [0:39] CSG Strategy
- [0:58] What does COL experts/fund managers do?
- [1:36] What makes CSG different from other actively managed funds?
- [3:18] What are the fees to invest in CSG?
- [4:17] What is the minimum initial investment and additional subscription in CSG?
- [4:26] Who is this fund suitable for?
- [6:27] How to buy CSG?
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 Equity Index Fund (CEIF) is a mutual fund managed by COL Investment Management, Inc. (CMI). Both CEIF and CMI are subsidiaries of COL Financial Group, Inc. COL Strategic Growth Equity Fund | COL Fund Highlights](https://i.ytimg.com/vi/S5V9RGWvuXA/mqdefault.jpg)
![Technical Outlook with Juanis Barredo | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Technical Outlook by Juanis Barredo
Recorded on January 28, 2022
Chief Technical Analyst Juanis Barredo shares his insights and expectations on the local market for the 1st half of 2022.
- Introduction [0:00]
- What happened since our last Market Outlook? [1:07]
- Recap of Technical Outlook last July 2021 (PSEi at 6,270) [2:42]
- PH stock markets current performance [4:46]
- Comparison of Asian Markets [6:23]
- Weekly View: Resistance and Support Levels [7:59]
- Catalysts and Risks [12:00]
- SP500: Heavy correction in progress [16:10]
- US bond yields and commodities [17:24]
- US Dollar Index and Peso-Dollar near or at resistance [18:26]
- Sub-Sectors: 5 largest stocks by market cap and top 3 performers [19:40]
- Selective Stock Strategies [21:54]
- Stock Watch: Stocks to consider [22:58]
- Summary [23:58]
#COLoutlook #philippinestockmarket #COLFinancial Technical Outlook with Juanis Barredo | COL Market Outlook 2022](https://i.ytimg.com/vi/SJnHwlGZh3E/mqdefault.jpg)
![Day 1: COL Market Sentiment Survey | COL Multi-Asset Investing Summit 4Q2022
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
COL Market Sentiment Survey by Marvin Fausto
Recorded on November 22, 2022
COL Investment Management Inc. President Marvin Fausto shares the results of the latest COL Investor Survey.
- Introduction [00:00]
- At what level do you think the PSEi will be at in 6 months? [1:02]
- What is the greatest risk in the market coming into 2023? [01:24]
- What is your top consideration when choosing your investments over the next 3-6 months? [1:42]
- Where are you currently invested in? [02:15]
- In the next 3-6 months, where do you plan to increase or decrease your exposure? [02:42]
#COLFinancial #philippinestockmarket #COLfundsource Day 1: COL Market Sentiment Survey | COL Multi-Asset Investing Summit 4Q2022](https://i.ytimg.com/vi/SuMT5O24SMM/mqdefault.jpg)