Investment Ideas: April 14, 2025 

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

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.588% to 5.209%, with maturities between 2028 and 2032. On the other hand, peso-denominated bonds offer slightly higher yields from 5.715% to 6.080%, maturing between 2027 and 2032.
• Stock Recommendations: We have an OVERWEIGHT rating on a major power distributor given its strong earnings and resilience against tariff risks. A leading telco is rated NEUTRAL amid heightened competition despite robust growth. Meanwhile, a diversified holding firm has been rated UNDERWEIGHT with the lack of full year results and forward guidance, heightened by lingering uncertainties.
• Spotlight: The UITF Model Portfolio (USD) targets aggressive investors seeking long-term growth through a 60/40 fixed income-equity split. It blends short-term bonds and investment-grade debt with broad global equity exposure, including Eurozone, Japan, and the US, allowing diversification and readiness for market opportunities.

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.)