Investment Ideas: May 15, 2025   

Here is our report for today, May 15, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.595% to 4.970%, with maturities from 2028 to 2032. In contrast, peso-denominated bonds offer returns, with yields spanning 5.785% to 6.210% and maturities from 2029 to 2035.
• Stock Recommendations: We have an OVERWEIGHT rating on a global port operator given its robust earnings growth. A NEUTRAL stance is advised for a manufacturer. A renewable energy company has been assigned an UNDERWEIGHT view.
• Spotlight:  The Metro$ US Equity Feeder Fund posted a year-to-date return of -5.10% but gained 8.79% over the past year. The fund invests in the S&P 500, with notable holdings in information techn