Investment Ideas: January 27, 2025
Here are our latest picks and calls to help you create your ideal investment portfolio.

Here is our report for today, January 27, 2025, with some insights into various investment opportunities.
Here are some key highlights:
- Bond Market Overview: Dollar-denominated bonds from high-quality issuers, including a Korean automotive financing company and a Middle Eastern sovereign, are offering yields between 4.828% and 5.470% for maturities ranging from 2026 to 2030. The peso-denominated government securities present higher yields, ranging from 5.675% to 6.150% with tenor periods ranging from 2025 to 2031.
- Stock Recommendations: We highlight three key players: an electric utility company rated OVERWEIGHT (4.1% of PSEi) due to its attractive dividend yield and defensive characteristics; a diversified power company rated NEUTRAL (2.5% of PSEi) with significant utility exposure trading at attractive valuations; and a conglomerate rated UNDERWEIGHT (1.6% of PSEi) that has experienced a sharp 54% decline from its 52-week high.
- UITF Spotlight: Our featured funds demonstrate contrasting performance profiles. The balanced fund, which invests in fixed income and preferred shares, has delivered modest but stable returns of 0.46% year-to-date. Meanwhile, our equity-focused dividend yield fund has significantly outperformed with a remarkable 20.92% year-to-date return, supported by regular dividend distributions.
Download our report here for details.
(Disclaimer: This is general investment information only and does not constitute an offer or guarantee, with all investment decisions made at your own risk. The bank takes no responsibility for any potential losses.)