Investment Ideas: May 28, 2025

Here is our report for today, May 28, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar bond yields ranged from 4.416% to 5.065% with maturities form 2025 to 2031. Peso bonds saw higher yields, peaking at 6.2500% and a low of 5.7450%.
• Stock Recommendations: We have an OVERWEIGHT rating on a broadband fiber operator amid sustained growth in provincial expansion and strong Q1 revenue. A diversified conglomerate received a NEUTRAL rating given headwinds in its power and telecom units. A spirits manufacturer was UNDERWEIGHT as recovery in brandy sales was offset by weaker whisky performance.
• Spotlight: The rebalanced USD UITF Model Portfolio favors a 50/50 split between equities and fixed income, tailored for investors w