Uploaded March 2022 | Updated September 2026, 2 hours ago
COL Conversations with Sun Life Philippines
Is it a Good Time to Invest in Global Markets?
Mikko Vergara, Angeline Cruz, and Marvin Fausto
Recorded on March 18, 2022
🔗 To join our future COL Conversations webinars, register at bit.ly/COLconversationsevents
- Introduction [0:00]
- What can investors look forward to in times of crisis? [0:40]
- How should investors approach rising interest rates? [4:01]
- Does Sun Life have the biggest money market in the industry? [6:48]
- How will foreign exchange rates affect return? [8:05]
- Is the return in Peso or in Dollars? [10:39]
- What is your forecast for foreign exchange? [11:48]
- How do fund managers try to get better rates for return? [12:12]
- What industries are resilient from the Russia-Ukraine conflict? [13:18]
- What should investors do when the war escalates? [15:05]
- What is your forecast for the S&P500? [15:40]
- What is the recovery timeline of global markets? [16:39]
- What is the impact of rising oil prices for Sun Life WEIF? [17:38]
- How will you compare Sun Life WEIF to other investment products? [18:20]
- Is it better to invest in global funds versus investing in the S&P500? [20:55]
- Shall I sell my equities now and buy back when the war has ended? [21:49]
- Will there be other available global products in COL Fund Source with a smaller investment fee? [22:16]
- What is the max allocation percentage for high risk investors? [24:08]
- What is the advantage of investing with Sun Life versus investing directly to the Target Fund? [25:11]
-Is it better to invest in Sun Life WEIF when the peso depreciates? [27:20]
- How is the Sun Life WEIF taxed? [28:24]
- What is the difference between investing directly to Sun Life versus investing in COL Fund Source? [29:53]
- Summary [32:03]
#philippinestockmarket #SunLife #COLconversations #COLFinancial
COL Conversations with Sun Life Philippines
Is it a Good Time to Invest in Global Markets?
Mikko Vergara, Angeline Cruz, and Marvin Fausto
Recorded on March 18, 2022
🔗 To join our future COL Conversations webinars, register at bit.ly/COLconversationsevents
- Introduction [0:00]
- What can investors look forward to in times of crisis? [0:40]
- How should investors approach rising interest rates? [4:01]
- Does Sun Life have the biggest money market in the industry? [6:48]
- How will foreign exchange rates affect return? [8:05]
- Is the return in Peso or in Dollars? [10:39]
- What is your forecast for foreign exchange? [11:48]
- How do fund managers try to get better rates for return? [12:12]
- What industries are resilient from the Russia-Ukraine conflict? [13:18]
- What should investors do when the war escalates? [15:05]
- What is your forecast for the S&P500? [15:40]
- What is the recovery timeline of global markets? [16:39]
- What is the impact of rising oil prices for Sun Life WEIF? [17:38]
- How will you compare Sun Life WEIF to other investment products? [18:20]
- Is it better to invest in global funds versus investing in the S&P500? [20:55]
- Shall I sell my equities now and buy back when the war has ended? [21:49]
- Will there be other available global products in COL Fund Source with a smaller investment fee? [22:16]
- What is the max allocation percentage for high risk investors? [24:08]
- What is the advantage of investing with Sun Life versus investing directly to the Target Fund? [25:11]
-Is it better to invest in Sun Life WEIF when the peso depreciates? [27:20]
- How is the Sun Life WEIF taxed? [28:24]
- What is the difference between investing directly to Sun Life versus investing in COL Fund Source? [29:53]
- Summary [32:03]
#philippinestockmarket #SunLife #COLconversations #COLFinancial
