Investment Ideas: March 5, 2025 

Here is our report for today, March 5, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.395% to 4.635%, with maturities extending between 2026 and 2029. On the other hand, peso-denominated bonds offer higher returns, with yields ranging from 5.680% to 5.915% and maturities spanning 2025 to 2029.
• Stock Recommendations: Our team maintains an OVERWEIGHT stance on a grocery retailer, citing strong positioning in both premium and core markets amid improving consumer spending. We hold a NEUTRAL view on a telecommunications company to due to earnings misses and conservative revenue guidance. Meanwhile, we downgrade a property developer to UNDERWEIGHT as delayed central bank rate cuts and a sharp drop in residential presales create an overhang.
• Spotlight: The Metro$ Eurozone Equity Feeder Fund offers exposure to a diversified basket of European equities. The target fund, focused on key sectors such as financials, industrials, and consumer discretionary, has posted a year-to-date return of 9.92%. With inflation easing to 2.4% in February, expectations of a potential ECB rate cut could influence further market movement.

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.)