Investment Ideas: August 28, 2025

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

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.612% to 5.148%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 5.175% to 6.090%, for maturities stretching from November 2025 to January 2039.
• Stock Recommendations: A real estate company earned an OVERWEIGHT rating as its residential segment showed robust growth and favorable interest rate trends support continued momentum. A telco facing more potential competition with the Konektadong Pinoy Bill has been given a NEUTRAL rating. We have an UNDERWEIGHT recommendation for a mining and power company facing pressure from weak coal prices.
• Spotlight: The Metro$ US Equity Feeder Fund is a dollar-denominated fund suitable for investors with an aggressive risk profile. The goal of this fund is to provide returns from a portfolio of stocks by investing 90% of its assets in the target fund, iShares Core S&P 500 ETF, whose top holdings include NVIDIA, Microsoft, Apple, and Amazon. The year-to-date ROI is 8.390%, while the past-one-year ROI is 15.801%.

Download our report here for details.