Investment Ideas: December 19, 2025

Here is our report for today, December 19, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 3.853% to 4.864%, with maturities between October 2026 and April 2035. Peso-denominated fixed income instruments present higher yields, from 4.775% to 6.145%, for maturities stretching from March 2026 to January 2039.
• Stock Recommendations: A property giant has been given an OVERWEIGHT rating as a result of good performance and cheap valuation levels. A holding company with interests in liquor and tobacco has a NEUTRAL rating owing to selling pressure emanating from sin taxes. We have an UNDERWEIGHT rating for a digital entertainment company as it faces regulatory hurdles and competition from offshore markets.
• Spotlight: Our global strategy update calls for 1) maintain neutral duration stance versus benchmark for fixed income, 2) maintain an overweight stance on China and South Korea for equities. Find out more in our report and discuss with your relationship manager or investment specialist.

Download our report here for details.