Investment Ideas: July 15, 2025

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

Here are some key highlights:

•  Bond Market Overview: Yields for dollar-denominated bonds range from 4.164% to 4.880%. These bonds have maturities stretching from November 2025 to May 2030. Meanwhile, peso-denominated bonds offer yields from 5.370% to 6.430%, with maturities from August 2025 to January 2039.
• Stock Recommendations: We have an OVERWEIGHT stance on a real estate investment trust. The real estate investment trust is favored due to its fundamental appeal, strong dividend growth, and a robust pipeline for asset acquisition. A diversified conglomerate is rated NEUTRAL. The diversified conglomerate’s valuations appear attractive, However, persistent challenges in its telecommuni