Bridport Investor Services

Investment Cases

Research

Investment case is a document dedicated to specific tactical and strategic market opportunities. The document contains a short selection of bonds related to the investment idea.

November 2011
Aversion to sovereigns provides an opportunity. We focus on Czech Republic and Poland bonds.
September 2011
There is more value in high investment grade bonds than in low investment grade bonds.
July 2011
Inflation Links Bonds: the primary concern is the protection of investor's purchasing power.
June 2011
It is time to increase exposure to high rated bonds.
May 2011
bridport considers covered bonds as the "credit part" of the high investment grade universe.
April 2011
FRNs are ideals instruments to increase credit exposure while reducing interest rate exposure.
January 2011
Comparing the financial crises with the sovereign crisis, we draw some parallels. Volatility may persist on short-term.
November 2010
Focus on the strongest: it appears that European companies have come out of the downturn with varying degrees of success.
September 2010
By selecting potential tender candidates, investors could improve their portfolio performance.
August 2010
To meet return targets, investors will need to move outside their comfort zone.
July 2010
Basel III regulation ... which impact on financial debt?