Uploaded July 2024 | Updated September 2026, 2 hours ago
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
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.
![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)
![Global Outlook and Q&A | COL Multi-Asset Investing Summit 2023
COL Multi-Asset Investing Summit: Embracing Uncertainty
Global Outlook and Q&A Session
Recorded on June 22, 2023
Global Outlook by Zach Bevevino, CFA:
- Introduction [0:00]
- Annual global and local equity returns since 1999 [03:49]
- Inflation remains a big topic globally and a key driver of markets [05:48]
- Feds rapid rate hikes already causing some damage [08:44]
- Cash rates may be attractive again, but the opportunity cost vs fixed income and equity is tremendous [13:39]
- Over half of fixed income assets yielding above 4% vs. less than a quarter at the start of 2022 [14:53]
- High quality, low duration assets offering attractive yields [16:01]
- Higher yields may provide cushion against further volatility [17:56]
- Bonds offer higher yields and upside today, but still wont fully capture a market rebound [19:50]
- Recent market rally narrows the breadth of winners [21:30]
- Dividend stocks look relatively attractive [23:24]
Q&A Session:
- Assuming we see a maximum of two more Fed rate hikes for the year, could that provide clearance for additional market performance in the medium term or long term? [25:46]
- In your opinion, what are the best global investment themes and trends that local investors in the Philippines can invest in? [28:18]
- Will global recession become a reality this year? [31:36]
- Is it true that Vietnam, Thailand, and Cambodia are much bigger markets than the Philippines so foreign buyers go there first? [35:55]
- What industry will dominate this 2nd half of the year? [39:27]
- With the US economy/manufacturing slowing, inflation tapering, rates pausing, and some emerging markets improving, is it a good time to begin buying while markets are weak? If not today, when should we start? [41:29]
- Theres news about BRICKS currency, is it true or not? Whats the effect in USD if thats true? [43:59]
- Closing remarks [46:24]
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 SECโs Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLfundsource Global Outlook and Q&A | COL Multi-Asset Investing Summit 2023](https://i.ytimg.com/vi/wMUZo59JjlU/mqdefault.jpg)
![Harnessing Natures Power | COL Conversations with ALTER
COL Conversations with Alternergy Holdings Corp.
Harnessing Natures Power
Vince Perez, Gerry Magbanua, and Charles Ang
Recorded on March 13, 2023
๐ To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- Company overview [03:25]
- Alternergy management team [03:55]
- Company milestones [07:14]
- Unique triple play portfolio [09:27]
- Renewable energy project portfolio [13:00]
- Key investment highlights [16:00]
- Key financial highlights [22:24]
- Summary [25:04]
#philippinestockmarket #Alternergy #COLconversations #COLFinancial:: Harnessing Natures Power | COL Conversations with ALTER](https://i.ytimg.com/vi/wRXkL3jgRy0/mqdefault.jpg)
![Globalizing Your Portfolios | Investing Opportunities Shaping 2026
Investing Opportunities Shaping 2026 | Globalizing Your Portfolios
Recorded on November 25, 2025 via Zoom
Moderated by Karlo Biglang-Awa, Head of Customer Experience of COL Fund Source
Featuring Marvin Fausto, President of COL Investment Management
Introduction [0:00]
Global Returns [1:52]
Risks Facing 2026 [4:05]
COL Global Funds Universe [8:06]
Investment Opportunities and Top Fund Recommendations [8:42]
Theme 1: Income-paying investments [10:28]
Fund Pick: BPI Global Bond Income Fund [11:43]
Fund Pick: Manulife Global Multi Asset Diversified Income Fund [13:25]
Theme 2: Broadening Global Growth [14:42]
Fund Pick: Sunlife World Equity Index Fund [18:01]
Fund Pick: Manulife Growth Equity Fund [18:54]
Theme 3: Selective Philippine Opportunities [20:00]
Fund Pick: Philequity Dividend Yield Fund [21:56]
Fund Pick: COL Strategic Growth Fund [22:28]
Investment Opportunities Summary [23:15]
Investing Reminders: Principles to Consider [24:53]
#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. Globalizing Your Portfolios | Investing Opportunities Shaping 2026](https://i.ytimg.com/vi/wc-5hsfwyHc/mqdefault.jpg)
![Strategies and Fund Picks | Mid-Year Global Outlook 2026
Strategies and Fund Picks | Mid-Year Global Outlook 2026
Moderated by Karlo Biglang-Awa, Head of Customer Experience - COL Fund Source
Featuring 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?
๐ก Turn investing insights into action. No account yet? Open a COL account and start investing today: https://signup.colfinancial.com/partn...
๐ 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
๐ด Subscribe to our YouTube channel for more market guidance and investing tips!
๐ด Subscribe to COL Equity Strategist April Lee Tanโs YouTube channel for weekly stock market updates: / @apriltanofficial
โฒ TIMESTAMPS
Market Catalysts and the Funds that Benefits [0:15]
Catalyst 1: AI Capex Spending Continues [0:25]
Sunlife World Equity Index Fund [2:55]
Catalyst 2 - Chinaโs AI Capabilities are Catching Up [5:51]
Fund Pick: Manulife Dragon Growth Equity Fund [8:49]
Catalyst 3 - Asia Builds the AI Buildout [9:38]
Fund Pick: Manulife Asia Best Select Equity Fund [12:11]
Catalyst 4 โ US-Iran Ceasefire / Resolution [12:44]
Fund Pick: COL Strategic Growth Unitized Mutual Fund [14:19]
Risks: US-Iran Re-escalation [15:14]
Risks: Super El-Nino [15:43]
On Inflation [16:08]
Diversified: COL Multi-Asset Strategy [18:10]
Fund Pick: BPI Global Bond Income Fund [19:29]
Fund Pick: Manulife Global Multi Asset Income Fund [20:06]
Fund Thematic Tip and Fund Pick: Manulife Healthcare Fund [20:45]
Investment Opportunities [21:31]
Principles to Remember [22:09]
#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. Strategies and Fund Picks | Mid-Year Global Outlook 2026](https://i.ytimg.com/vi/wjWOiO7dcW0/mqdefault.jpg)
![Technical Outlook | COL Expert Huddle 2024
COL Expert Huddle with Chief Technical Analyst Juanis Barredo
Recorded on March 15, 2024
- [0:00] Introduction
- [0:42] Whats happened to the market?
- [1:50] PSEi Elliot Plot: Where bearish trend ends
- [2:54] After a major bottom, road to longer recovery opens
- [3:49] SP500: Needy of a pullback but not a trend change
- [5:31] Market performance since their end of Oct lows
- [6:39] Possible threats to encounter
- [8:06] Inflation and Bond Yields (US)
- [9:03] Inflation and Bond Yields (PH)
- [10:06] US Dollar Index (Daily & Weekly)
- [12:18] What can we expect of the PSEi?
- [13:45] PSEi stalls near resistance
- [16:22] 1st trading option for you
- [21:55] 2nd trading option for you
- [23:56] Recap (mostly positive)
#COLFinancial #philippinestockmarket #technicalanalysis
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. Technical Outlook | COL Expert Huddle 2024](https://i.ytimg.com/vi/wwhs7lUdYjA/mqdefault.jpg)
![Q&A Session | COL Conversations with Sun Life
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
๐ To join our future COL Conversations webinars, register at http://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 Q&A Session | COL Conversations with Sun Life](https://i.ytimg.com/vi/xcinuXznjI4/mqdefault.jpg)
![Q&A Session | COL Conversations with AREIT
Q&A Session | COL Conversations with AREIT
AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
๐ To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- Why does ALI have to transfer its assets into AREIT? [0:20]
- How is the disposition of these additional shares to ACEN and what can we expect from the future share offerings of AREIT due to future asset infusions? [4:03]
- What is cap rate in simple terms and has this translated to actual dividends? [7:38]
- What does accretive mean? [9:51]
- How will the recent acquisitions affect the earnings and dividends per share? [13:09]
- How and when will AREIT address the drop in its public float? Would it be by way of a private placement or follow-on offering? [14:14]
- Why is the share price of AREIT plunging despite the seemingly good moves of the company? [14:59]
- Will there be an additional infusion of assets and does AREIT plan to incur debt to finance future asset acquisitions? [16:32]
- Can AREIT sustain its dividend growth? [18:27]
- Is AREITs dividend yield going to increase in the next 1-2 years? [19:12]
- What is the long-term outlook for AREIT and plans for expansion? [19:48]
- What is your outlook on the office industry given the work-from-home setup and high-interest rate condition? [20:47]
- How is AREIT different from the different REITs we have today? [22:25]
- What are the risks involved in investing in AREIT? [24:27]
- Why does AREIT still infuse properties even during hard times in the market? [26:55]
- What are you planning to do about the current high interest rate? [28:17]
- Isnt the average WALE (Weighted Average Lease Expiry) of AREIT offices of 3.5 too low? How will AREIT address dwindling office occupancy when the rents are due? [29:29]
- Why should I invest in AREIT when I can invest in AyalaLand? [31:14]
- AREIT Closing Remarks [32:11]
- Key Takeaways [34:01]
#philippinestockmarket #AREIT #COLconversations #COLFinancial Q&A Session | COL Conversations with AREIT](https://i.ytimg.com/vi/ymTUHUpiXxU/mqdefault.jpg)
![Capitalizing on the Market Weakness | COL Mid-Year Market Outlook 2023
COL Mid-Year Market Outlook 2023: Capitalizing on the Market Weakness
April Lynn Tan, Juanis Barredo, and Charles Ang
Recorded on July 22, 2023
- Introduction [0:00]
- Investor Sentiment Survey [11:20]
- Fundamental Market Outlook [15:22]
- Technical Market Outlook [58:39]
- Q&A Session and Panel Discussion [1:38:57]
- April Tan and Juanis Barredos Closing Thoughts [2:3:55]
- Summary [2:34:52]
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 SECโs Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLmarketoutlook Capitalizing on the Market Weakness | COL Mid-Year Market Outlook 2023](https://i.ytimg.com/vi/z5ZlwViYhAs/mqdefault.jpg)

