From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Environmental, social, and governance (ESG) news and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging ESG issues, host Mike Disabato of MSCI ESG Research walk through the latest news and research that is top of mind for MSCI ESG Research clients and partners. MSCI ESG Research products and services are provided by MSCI ...
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This is the Philippine Stock Market Weekly podcast series by FirstMetroSec, where we will be featuring timely and relevant discussions on the Philippine stock market and economy, in the hope of providing investing and trading guidance to Filipinos. Enjoying our episodes? Don't forget to follow the podcast, rate us 5 stars and hit the notification bell. Connect with us through social media with the handle, @firstmetrosec. #YourFutureFirst Website: www.firstmetrosec.com.ph Email: events@firstm ...
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From Private to Prominent: The Asset Class Everyone's Watching
34:34
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34:34Luke Flemmer, MSCI's head of private assets, provides his views on how the industry, tools and participants stand to evolve as the worlds of public and private investing converge and more investors adopt a total portfolio approach.By MSCI Inc
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Who's Afraid of the Big, Bad Bond Market?
24:38
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24:38Though many of the headlines follow every twist and turn that equities have taken over the last month, fixed income remains an important part of the story. From drivers of inflation to the relative strength of the U.S. dollar and the rise of private credit as a funding source for corporate America, understanding the shifting dynamics is key as inve…
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FirstMetroSec’s Anjz Baccay discussed how the PSEi performed in March and how a couple of economic data affected the market's performance. These and more, only here on Philippine Stock Market Weekly.
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Investment Trends in Focus: Quarterly Roundtable Q2 2025
38:29
38:29
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38:29As the year started, the overriding theme was the dominance of the U.S. in the world's financial markets. However, there were already some uncertainties on the horizon. Three months later we have seen quite astounding action on both the policy front and in financial markets. MSCI's roundtable of experts provide their unique perspective on it all.…
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From Dot-com to Dot-AI: Is History Repeating?
16:56
16:56
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16:5625 years on from the peak of the dot-com bubble, we discuss parallels between today's AI-driven market boom and the dot-com era with MSCI's Donald Sze, exploring market sentiment, lessons from history and implications for investors navigating current dynamics.By MSCI Inc
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Philippine Stock Market Wrap-up: February 2025
10:08
10:08
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10:08FirstMetroSec’s Anjz Baccay discussed how the PSEi performed in February and how a couple of economic data affected the market's performance. These and more, only here on Philippine Stock Market Weekly.
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From Oversupply to Opportunity: Women Leading in Real Estate Investment
37:01
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37:01In this episode, join us as FirstMetroSec’s Monneth Pangatungan and our special guest, Ovialand CEO Pammy Olivares-Vital, dive into market trends. We're spotlighting a woman leading the change in a traditionally male-dominated industry. We'll be discussing the current real estate landscape, focusing on the condo market, and navigating the challenge…
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Philippine Stock Market Weekly Special Episode - Philippine Exits the FATF Grey List
14:15
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14:15FirstMetroSec’s Anjz Baccay is joined by Nicole Aquino, an Equity Research Associate also from FMSec to discuss the Philippines' exit from the FATF grey list. In this episode, Nicole talks about the FATF grey list, its impact to the economy, and how this affects the Philippine equity market. These and more, only here on Philippine Stock Market Week…
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Tariff-ied Markets: What Investors Need to Know
28:42
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28:42Trade tensions are rising - what does this mean for investors? MSCI's Abhishek Gupta and Thomas Verbraken discuss the latest tariff developments, their potential impact on inflation and interest rates and how they could reshape market dynamics in 2025 and beyond.By MSCI Inc
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Philippine Stock Market Weekly Special Episode - MSCI Feb 2025 Rebalancing Results
12:37
12:37
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12:37FirstMetroSec’s Anjz Baccay is joined by Sam Patricio, an Equity Research Associate also from FMSec to discuss the MSCI Feb 2025 Rebalancing Results. In this episode, Sam talks about the MSCI Index, its impact to the market, how the quarterly rebalancing affected some stocks, and what course of action is recommended to take advantage of this scenar…
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Market Bites: SM Prime Holdings, Inc. (SMPH)
6:01
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6:01FirstMetroSec’s Anjz Baccay shares our updated insights on SM Prime Holdings, Inc. (SMPH). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly
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Market Bites: Robinsons Retail Holdings, Inc. (RRHI)
6:01
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6:01FirstMetroSec’s Anjz Baccay shares our updated insights on Robinsons Retail Holdings, Inc. (RRHI). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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Location, Location... Allocation: Real Estate's Shifting Landscape
37:12
37:12
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37:12Real estate is resetting - but not everywhere and not all at once. Tom Leahy and Ben Chow, the EMEA and APAC heads of real-estate research at MSCI, unpack 2025's key trends, from interest rates to AI-driven demand, and discuss why strategy, timing and resilience could be important drivers going forward.…
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Philippine Stock Market Wrap-up: January 2025
7:45
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7:45FirstMetroSec’s Anjz Baccay discussed how the PSEi performed in January and how a couple of economic data affected the market's performance. In this episode, Anjz also shared our updated 2025 Outlook and Strategy, and our top stock picks for the year. These and more, only here on Philippine Stock Market Weekly.…
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Sweet 16: Have Bitcoin and Other Digital Assets Come of Age?
32:47
32:47
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32:47The first Bitcoin was mined on Jan. 3, 2009. Since then, much of the story has been about volatility, speculation and retail investors. But our guests - including MSCI's Padmakar Kulkarni, Barbara Schlyter of DWS Group and Menai's CIO, Shubin Jha - help us dig deeper into the world of digital-assets investing and examine why institutional investors…
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Investment Trends in Focus: Quarterly Roundtable Q1 2025
50:36
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50:36The dominance of the U.S. showed no signs of waning as the year began. But what will investors be watching as they seek to steady an unbalanced world? Our quarterly panel breaks down the potential effects for global equities, fixed income and private investments, as well as one area where it's Asia that dominates - energy consumption.…
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How Are You Fixed for Fixed Income for 2025?
40:06
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40:06With fixed-income investors still recovering from a year that arguably saw nearly every cycle of the market, we look ahead to 2025 across sectors, including sustainability-linked bonds, securitized products and the ongoing effects of inflation and moves by central banks.By MSCI Inc
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When it comes to managing portfolios, the role of risk, and risk managers continues to evolve. We hear from two industry leaders, recently returned from the MSCI Analytics Summit, on the future of identifying, measuring and managing risk.By MSCI Inc
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We're joined by MSCI's Chief Research Officer, Ashley Lester and Chief Client Officer, Axel Kilian, who recently attended the 19th annual Institutional Investor Forum, hosted by MSCI. We discuss the benefits and considerations of a total portfolio approach, as well as the myriad of challenges facing asset owners and investors around the world.…
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Investing 101: The Investing Journey In this episode, we dive deep into the investing journey of our very own FirstMetroSecurities’ Market Education Team: 🔵FirstMetroSec Vice President, and the Head of Business Development and Market Education, Andoy Beltran 🔵Mindanao Section Head, JP Billones; and 🔵Market Education Officer, Monneth Pangatungan The…
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Investment Trends in Focus: Quarterly Roundtable Q4 2024
39:50
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39:50From the effects of China's stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be focused for the rest of 2024.By MSCI Inc
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Market Bites: Puregold Price Club, Inc. (PGOLD)
4:47
4:47
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4:47FirstMetroSec’s Anjz Baccay shares our updated insights on Puregold Price Club, Inc. (PGOLD). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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FundsMart Learning Series: Exploring Professionally-Managed Funds of PhilEquity
44:31
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44:31Tune in to the FundsMart Learning Series Podcast to gain valuable insights into professionally-managed funds with PhilEquity! In this episode, we have the privilege of learning from Ms. Nelaine M. Cariño, a seasoned professional with over a decade of experience in the financial industry. Join us as Nelaine delves into the world of professionally-ma…
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FundsMart Learning Series: Fireproofing Your Finances with BPI Wealth
30:28
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30:28In this episode, let us learn how to fireproof our finances from Mr. Kimm Bryan Arellano, Institutional Business Head at BPI Wealth. He'll discuss the differences between Mutual Funds (MFs) and Unit Investment Trust Funds (UITFs) and the importance of diversification. Whether you're a seasoned investor or just starting, this episode is packed with …
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The POGO Exodus: A New Economic Landscape
12:09
12:09
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12:09In this episode, join us as we discuss the POGO exodus' impact on the Philippine economy with FirstMetroSec Equities Research Institutional Head, Ms. Estella Dhel Villamiel. Ms. Villamiel will explore the effects on the property sector, stock market, and investors. We'll also get her outlook on the post-POGO Philippine economy. Don't miss this oppo…
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Real Estate Debt, Distress and, Dare We Say, Hope?
24:19
24:19
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24:19Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE debt market and the potential path for portfolios.By MSCI Inc
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FirstMetroSec’s Anjz Baccay shares our updated insights on Monde Nissin Corp. (MONDE). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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Market Bites: Robinsons Retail Holdings, Inc. (RRHI)
6:37
6:37
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6:37FirstMetroSec’s Anjz Baccay shares our updated insights on Robinsons Retail Holdings, Inc. (RRHI) In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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Market Bites: Century Pacific Food, Inc. (CNPF)
6:42
6:42
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6:42FirstMetroSec’s Anjz Baccay shares our updated insights on Century Pacific Food, Inc. (CNPF). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand i…
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FirstMetroSec’s Anjz Baccay shares our updated insights on Universal Robina Corp. (URC). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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FirstMetroSec’s shares updated insights on SM Prime Holdings Inc (SMPH). In this episode, we discussed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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FirstMetroSec’s shares updated insights on Ayala Land Inc. (ALI). In this episode, we discussed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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FundsMart Learning Series: Building Wealth Effortlessly with ATRAM
50:45
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50:45In this episode, we dive deep into the world of UITFs with the dynamic and experienced Carlo T. Abat of ATRAM Trust Corporation. With over 15 years in the banking and financial industry, Carlo brings a wealth of knowledge to help you on your investing journey. Discover how to effortlessly build your wealth through ATRAM’s innovative investment solu…
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As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking to gain exposure to distinctive segments of the economy. MSCI's own Abhishek Gupta and Dinank Chitkara dig deep into their recent paper, "Incorporating …
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FundsMart Learning Series: Demystifying UITF Investing with Manulife Investment Management
1:04:57
1:04:57
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1:04:57Investing can be intimidating, especially for beginners. But what if there was a simple and accessible way to grow your wealth? In this episode of the FundsMart Learning Series, we dive deep into the world of UITFs with the expert guidance of Mr. Zedric Matubis, the Head of Wealth Sales of Manulife Investment Management Philippines. With over 20 ye…
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FirstMetroSec’s Anjz Baccay shares our updated insights on Monde Nissin Corp. (MONDE). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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Market Bites for Century Pacific Food, Inc. (CNPF)
5:36
5:36
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5:36FirstMetroSec’s Anjz Baccay shares our updated insights on Century Pacific Food, Inc. (CNPF). In this episode, Anjz discussed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s global head of fixed-income solutions research, Afsaneh Mastouri, to talk about the state of fixed-income markets, and what the rest of the year may ho…
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Investment Trends in Focus: Quarterly Roundtable Q3 2024
46:50
46:50
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46:50Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.…
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FirstMetroSec’s Anjz Baccay shares our updated insights on BDO Unibank, Inc. (BDO). In this episode, Anjz discussed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.
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Investing With Love: A Mother’s Guide To Putting Money To Work
1:06:02
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1:06:02FundsMart Learning Series with FAMI Presents INVESTING WITH LOVE: A MOTHER’S GUIDE TO PUTTING MONEY TO WORK Here’s a sneak peek of what's in store for you: -Ever felt unsure about your finances? We'll help you hone your financial instincts, so you can set yourself and your family up for long-term success. -Mutual funds can sound intimidating, but h…
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FirstMetroSec’s Peter Garnace shares our updated insights on MREIT, Inc. (MREIT). In this episode, Peter discussed why we continue to like MREIT on the back of its planned asset infusion in 2024. Peter also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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FirstMetroSec’s Peter Garnace shares our updated insights on RL Commercial REIT (RCR). In this episode, Peter reiterated our constructive view on RCR and highlighted the reasons why we continue to like RCR. Peter also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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LOVE YOUR FUTURE: A Valentine's Day Webinar on Smart Money Management with Pag-ibig Fund
1:46:47
1:46:47
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1:46:47Get an overview of Pag-IBIG MP2.
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THE INVESTOR’S TOOLKIT: BUSTING INVESTMENT MYTHS
57:17
57:17
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57:17FundsMart Learning Series with ATRAM presents: THE INVESTOR’S TOOLKIT: BUSTING INVESTMENT MYTHS Here’s a sneak peek of what’s in store for you: -Misconceptions about investments. -Strategies to have a good investment portfolio.
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From A to B: The Ultimate Guide to Transferring Stocks from One Broker to Another
46:12
46:12
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46:12Do you want to know how to transfer stocks from Broker X to FirstMetroSec? It’s simpler than you think! Some might believe selling your stocks is necessary to switch brokers. Not true! With FirstMetroSec, it’s as simple as transferring money between banks! In this webinar, we’ll explain the process step-by-step and why choosing a new broker could b…
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MAKE MONEY WITH BONDS: Easy, Predictable Passive Income
55:53
55:53
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55:53Here’s a sneak peek of what's in store for you: -Understand bonds in simple terms -Differentiate between government, corporate, and other types of bonds. - Explore why including bonds in your investment portfolio can be beneficial -Discover how bonds generate income -Learn key factors for selecting bonds aligned with financial goals and risk tolera…
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Making the Most of the (Electrical) Grid You’ve Got
49:42
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49:42The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.By MSCI Inc
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