Panel Discussion | COL Premium Event 2025 скачать в хорошем качестве

Panel Discussion | COL Premium Event 2025

Local or Global: Opportunities and Threats in Today's Market | 02 Panel Discussion Recorded on April 5, 2025 Moderated by Charles Ang, CFA, COL Head of Research; with Melvin Esteban, Wealth Management Specialist and April Lynn Tan, CFA, COL Chief Equity Strategist Introduction [0:00] Current views on the global market [1:38] Current views on the local market [5:02] What actions to take in the global market? [8:05] Why is the Philippines going to be unaffected by the tariffs? [15:51] With inflation and interest rates going down in the Philippines, does recent events change that? [19:42] What events are currently closely monitoring forward? [24:55] Are you expecting Trump to do even bigger cuts? [27:01] What catalyst could potentially be impacted in the Philippines? [28:16] How would other countries react from the tariffs? [30:43] Would there be a structural change from the broad based implementation of tariffs? [32:35] Won't the Philippines be also dragged down when the US market enters a recession? [35:35] How can we mitigate risks in the global market with further escalations of the trade war and a potential slowdown in the US? [42:32] Global: How should investors position themselves? [43:50] Local: How should investors position themselves? [49:14] Is it more for diversification or is it the opportunities on gaining more returns? [52:02] Current views on AI [55:07] COL Picks [58:43] #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 [email protected]. For any concerns, please contact [email protected].