Uploaded September 2025 | Updated September 2026, 2 hours ago
Q&A Session | 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
- Takeaways and recap of the discussion [0:00]
- The best strategy for positioning ahead of a potential September Fed rate cut [1:11]
- How do lower US interest rates affect bonds compared with money markets? [2:30]
- If tariffs and supply issues keep inflation elevated, how can investors protect their portfolios? [4:30]
- Does US political risk matter if the dollar holds steady under Trump? [6:49]
- The best strategy for local investments given US tariffs [10:45]
- How will new US tariffs impact ASEAN — will exporters struggle while importers like the PH hold up better? [11:14]
- Outlook for India with the 50% tariff [12:34]
- What budget-friendly dividend investments make sense while tariffs remain an issue? [14:37]
- Do sector funds like tech still look attractive at current valuations? [16:42]
- What other global funds have a good potential for growth of my portfolio? [18:06]
- Which local themed or sector funds are positioned for the strongest growth? [18:13]
- Which low-cost global index funds (S&P 500, MSCI) are most accessible to Filipino investors? [20:12]
- How does taxes work on COL Global Funds? [21:01]
- On the four recommended funds, suggested deployment? 25% equally each? [22:36]
- Where to invest in Asia? How much diversification? [24:33]
- Do I shift from XSLWEIF (60% US) to XMLDGEF for greater China exposure? [29:02]
- How would a China-Taiwan conflict affect the Dragon Fund and local markets? [29:55]
- Undervalued Philippine equities [16:12]
- Fund Pick: COL Strategic Growth Fund [13:49]
- BSP cutting rates--Bond funds in play! [15:04]
- Fund Pick: BPI ABF Phil Bond Fund [16:49]
- Investment Opportunities: Fund picks returns and thesis [17:53]
- Key Takeaways [33:16]
#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 | 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
- Takeaways and recap of the discussion [0:00]
- The best strategy for positioning ahead of a potential September Fed rate cut [1:11]
- How do lower US interest rates affect bonds compared with money markets? [2:30]
- If tariffs and supply issues keep inflation elevated, how can investors protect their portfolios? [4:30]
- Does US political risk matter if the dollar holds steady under Trump? [6:49]
- The best strategy for local investments given US tariffs [10:45]
- How will new US tariffs impact ASEAN — will exporters struggle while importers like the PH hold up better? [11:14]
- Outlook for India with the 50% tariff [12:34]
- What budget-friendly dividend investments make sense while tariffs remain an issue? [14:37]
- Do sector funds like tech still look attractive at current valuations? [16:42]
- What other global funds have a good potential for growth of my portfolio? [18:06]
- Which local themed or sector funds are positioned for the strongest growth? [18:13]
- Which low-cost global index funds (S&P 500, MSCI) are most accessible to Filipino investors? [20:12]
- How does taxes work on COL Global Funds? [21:01]
- On the four recommended funds, suggested deployment? 25% equally each? [22:36]
- Where to invest in Asia? How much diversification? [24:33]
- Do I shift from XSLWEIF (60% US) to XMLDGEF for greater China exposure? [29:02]
- How would a China-Taiwan conflict affect the Dragon Fund and local markets? [29:55]
- Undervalued Philippine equities [16:12]
- Fund Pick: COL Strategic Growth Fund [13:49]
- BSP cutting rates--Bond funds in play! [15:04]
- Fund Pick: BPI ABF Phil Bond Fund [16:49]
- Investment Opportunities: Fund picks returns and thesis [17:53]
- Key Takeaways [33:16]
#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.
