Investment Ideas: May 16, 2025 

Here is our report for today, May 16, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.595% to 5.006%, with maturities between 2028 and 2032. For peso-denominated bonds, yields range from 5.800% to 6.250%, with longer-dated maturities from 2029 to 2035, continuing to offer value on the long end of the curve.
• Stock Recommendations: We have an OVERWEIGHT view on a real estate investment trust benefiting from sector-leading occupancy and strong dividend performance. A NEUTRAL stance is advised for a diversified conglomerate due to its below-average dividend yield and limited near-term catalysts. A mall operator with rising mall revenues but weak residential presales has been assigned an UNDERWEIGHT view.
• Spotlight: The iShares $ Treasury Bond 1-3yr UCITS ETF posted a 5.56% year-on-year return. Investors may consider increasing allocation to this short-duration fund to benefit from elevated US Treasury yields, ahead of anticipated Fed rate cuts in the coming months.

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.)