08:50

Welcome Remarks by Ma. Cristina Gabaldon, Head of Investment Management Division

10:17

Participants’ Survey

18:15

Overview of topics and expectation

19:15

Market Recap by Ariz Marcelino, Portfolio Manager

29:00

Market Outlook and Strategies (Global Fixed Income) by Josh Cody Ong, Portfolio Manager

39:10

Market Outlook and Strategies (Global Equities) by Erryl Ron Lacanlale, Portfolio Manager

45:10

Portfolio Highlights & Positioning by Antonio Cailao, Head of Global Investments Department

49:14

Thematic Investing by Kyle Tan, Senior Portfolio Manager

53:25

Q&A Session