Investment Ideas: May 14, 2025 

Here is our report for today, May 14, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.567% to 4.933%, with maturities extending from 2028 to 2032. Peso-denominated bonds offer higher returns, with yields spanning 5.775% to 6.185%, and maturities from 2029 to 2035, highlighting the appeal of long-term local government securities for yield-seeking investors.
• Stock Recommendations: We have an OVERWEIGHT view on a real estate investment trust benefiting from sector-leading occupancy and strong dividend performance. A NEUTRAL stance is advised for a diversified conglomerate due to its below-average dividend yield and limited near-term catalysts. A mall operator with rising mall revenues but weak residential presales 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 technology and financials. Clients with a long-term horizon and aggressive risk appetite may consider this fund as a potential entry point amid a reprieve in trade war sentiment.

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.)