Uploaded February 2024 | Updated September 2026, 1 hour ago
COL Market Outlook 2024: Could this time be different?
Top Requested Stocks with Zerge Zandueta, April Lynn Tan, and Juanis Barredo
Recorded on January 26, 2024
- Introduction [0:00]
- SCC [01:15]
- ACEN [4:26]
- MBT [7:46]
- ALI [11:02]
- AREIT [14:53]
- JFC [19:40]
- DMC [21:02]
- AC [22:34]
- CNVRG [24:55]
- GLO [27:09]
- Recap & summary of votes on the top requested stocks [29:32]
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
COL Market Outlook 2024: Could this time be different?
Top Requested Stocks with Zerge Zandueta, April Lynn Tan, and Juanis Barredo
Recorded on January 26, 2024
- Introduction [0:00]
- SCC [01:15]
- ACEN [4:26]
- MBT [7:46]
- ALI [11:02]
- AREIT [14:53]
- JFC [19:40]
- DMC [21:02]
- AC [22:34]
- CNVRG [24:55]
- GLO [27:09]
- Recap & summary of votes on the top requested stocks [29:32]
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
![COL Investor Summit 2025 - 5 Must-Know Company Growth Stories
COL Investor Summit 2025 - 5 Must-Know Company Growth Stories
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Get all of the insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC).
Introduction [0:00]
Opening Remarks by COL President Dino Bate [2:55]
Introducing Our Moderators April Lee-Tan and Charles Ang [6:32]
Apex Mining [8:43]
Apex Mining - Key Takeaways from COL Moderators [44:12]
Citicore Energy REIT [47:36]
Citicore Energy REIT - Key Takeaways from COL Moderators [1:22:40]
Meralco PowerGen [1:24:44]
Meralco PowerGen - Key Takeaways from COL Moderators [2:03:18]
SM Investments [2:05:31]
SM Investments Corp - Key Takeaways from COL Moderators [2:43:41]
BPI [2:46:17]
BPI - Key Takeaways from COL Moderators [3:26:00]
Ms. April Lee-Tans Closing Remarks [3:28:34]
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 #COLInvestorSummit2025 COL Investor Summit 2025 - 5 Must-Know Company Growth Stories](https://i.ytimg.com/vi/U_JiAyYYMU8/mqdefault.jpg)

![Your shortcut to a reliable income stream | Income-Paying Funds 101
Income-Paying Funds 101
Karlo Biglang-Awa, COL Fund Source Head of Client Experience
- Introduction [0:00]
- What are Income-Paying Funds? [0:12]
- Types of Income-Paying Funds in the COL platform [0:33]
- How can I earn from Income-Paying Funds? [1:07]
- Impact of a strong dollar [1:38]
- Benefits of Income-Paying Funds [1:48]
- Risks of investing in Income-Paying Funds [2:19]
- How do management fees impact returns? [2:52]
- Who are Income-Paying Funds best suited to? [3:31]
- How to learn more about Income-Paying Funds [4:01]
#COLFinancial #COLFundSource #philippinestockmarket #dividentinvesting
*****
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. Your shortcut to a reliable income stream | Income-Paying Funds 101](https://i.ytimg.com/vi/Ueoz_I0aoFQ/mqdefault.jpg)
![Q&A Session | COL Conversations with RL Commercial REIT
Q&A Session | COL Conversations with RL Commercial REIT
Recorded on June 20, 2025
Moderated by April Lynn-Tan, CFA, with Kerwin Tan, Director and Treasurer of RL Commercial REIT
- Implications of RCRs newly announced asset infusions to shareholders [0:00]
- Why are malls attractive today compared to offices? [2:13]
- What is more competitive in terms of leasing? Malls or offices? [4:24]
- Why is becoming bigger important for RCR? [5:03]
- How is the current glut in the real estate industry affecting RCR? [6:40]
- What’s RCR’s growth outlook and how could it affect returns? [11:15]
- What does the asset infusion mean in terms of dividends? [16:23]
- Can RCR be included in the index? How likely is it? [20:20]
- RCRs Timeline, Shareholder, and Board Approval [21:44]
- What are RCR’s main considerations for growth and risk? [22:55]
- What is the comparative advantage of RCR over the other REITs? [25:34]
- How much is the indicative/estimate dividend yield for this year? [31:11]
- How do you keep a consistent dividend increase during downturns? [33:47]
- Cap rates, mall selection, overall occupancy rate, and timeline of future asset infusions? [40:15]
- How RCR will address or restore its free float after a capital infusion? [42:13]
- Why more malls this time around instead of offices? [44:13]
- Discussion on RLCs asset transfers on RCR [47:53]
- Discussion on BPO risks and AI concerns [52:00]
- What is the weighted average lease expiration per sector as of 2025? [55:08]
- Closing Remarks [56:57]
- Outro [57:59]
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 Conversations with RL Commercial REIT](https://i.ytimg.com/vi/VGGrIqQ5whY/mqdefault.jpg)
![Market Insights by April Tan | 2Q23 Local Outlook
Market Insights by April Tan
2Q 2023 Local Outlook
Recorded on April 21, 2023
- Introduction [00:00]
- What has changed in the markets today? [00:38]
- Is the Philippines vulnerable to what’s happening in the US? [05:08]
- What are your thoughts on the Peso? [07:56]
- Last January, you said funds could flow to emerging markets including the Philippines because of better fundamentals, attractive valuation, and underinvestment by foreigners. Are these still true today? [09:23]
- What is your investment advice for our clients? Should they avoid stocks and be all in cash? [10:46]
- What are your stocks picks? [13:50]
- AREIT, CREIT, AP, AC, SM, GTCAP, MBT, ALI, RLC, JFC, DNL, PGOLD [13:57]
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 #marketoutlook Market Insights by April Tan | 2Q23 Local Outlook](https://i.ytimg.com/vi/VdaLqFTZ5ew/mqdefault.jpg)
![Sun Life Prosperity World Equity Index Feeder Fund | 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 January 18, 2022
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLconversationsevents
- Introduction [0:00]
- Overview of the Sun Life Prosperity World Equity Index Feeder Fund [0:36]
- Strong demand from clients for a global equity fund [2:07]
- MSCI All Country World Index: Access to global markets [3:16]
- Sun Life WEIF: Invested in leading global companies [5:41]
- Sun Life WEIF: Exposure to sectors not available locally [6:21]
- Sun Life WEIF: No need to convert Philippine Peso to Dollar [7:40]
- Sun Life WEIF now available in COL Fund Source [8:18]
- How has Sun life WEIF performed since fund launch? [8:46]
- Sun Life WEIF Promo period: March 18 to April 30, 2022 [10:16]
#philippinestockmarket #SunLife #COLconversations #COLFinancial Sun Life Prosperity World Equity Index Feeder Fund | COL Conversations with Sun Life](https://i.ytimg.com/vi/Vgc6-5R5i_A/mqdefault.jpg)
![How the COL Strategic Growth Fund Manages Risk and Delivers Growth | COL Fund Spotlight
COL Fund Spotlight: COL Strategic Growth Fund by COL Investment Management, Inc.
Portfolio Manager: Zerge Zandueta
Recorded on July 10, 2025
In this first episode of COL Fund Spotlight, we ask Zerge Zandueta about the investment philosophy and fund strategy of COLs flagship fund called CSG:
- What sets COL Strategic Growth Fund apart from other equity funds? [00:40]
- What sectors could lead the funds growth in the next quarter? [02:55]
- How has CSG performed this year? [04:54]
- What framework currently guides your investment decisions? [06:32]
- Why should investors consider CSG? [10:17]
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.
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.
COL Strategic Growth Equity Unitized Mutual Fund is a fund managed by COL Investment Management Inc., a subsidiary of COL Financial Group, Inc.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com. How the COL Strategic Growth Fund Manages Risk and Delivers Growth | COL Fund Spotlight](https://i.ytimg.com/vi/W1oRRYZ4hG8/mqdefault.jpg)


![Market Overview | COL Investor Summit 2023
COL Investor Summit 2023: Investing Strategies for the Smart Investor
Market Overview
Edmund Lee, CFA | President & CEO, Caylum Trading Institute
Recorded on June 10, 2023
- Introduction [0:00]
- Market Overview: What are markets pricing in today? [3:18]
- Soft landing: Elevated interest rates [7:56]
- Impact of FED pause in interest rate hikes [9:34]
- FED rates vs Market expectation [10:50]
- Scenario 2: Hard landing [14:39]
- Consumer remains strong [17:25]
- PH economic estimates [18:26]
- PH foreign ownership [19:40]
- Summary [21:13]
- How does your talks help investors[23:45]
- Which would be the best strategy for a smart investor, timing vs time in market? [25:02]
- Are there opportunities investors can still take advantage of now? [25:51]
- Are there headwinds we should look out for in the Philippine market? [28:05]
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 Market Overview | COL Investor Summit 2023](https://i.ytimg.com/vi/WSSsmtrg45E/mqdefault.jpg)
![COL Clients Most Requested Stocks | COL Mid-Year Market Outlook 2025
COL Clients Most Requested Stocks | COL Mid-Year Market Outlook 2025
Recorded on July 5, 2025
Moderated by Charles Ang, CFA, Head of COL Research with Juanis Barredo, Chief Technical Analyst and April Lynn-Tan, CFA, Chief Equity Strategist
Introduction [0:00]
PLUS [1:00]
PLUSs possibility of getting included in the index [7:58]
BLOOM [10:29]
TEL [13:41]
JFC [17:21]
ALI [19:27]
SMPH [25:22]
AREIT [26:47]
SCC [29:30]
GLO [32:56]
AC [34:41]
Announcements [37:40]
Effects of Konektadong Pinoy and its impact on Telcoss income [39:08]
#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 Clients Most Requested Stocks | COL Mid-Year Market Outlook 2025](https://i.ytimg.com/vi/XDjpqgUN_uc/mqdefault.jpg)