Thoughts on market events

Modern asset management involves a whole host of measures with the goal of real preservation of capital over the investment horizon. The framework conditions established with the asset owner - such as liquidity requirements, tolerance of fluctuations, the quality of individual components and diversification over different investment classes - are a significant influence in this regard.

A clear analysis and evaluation of the framework conditions is essential to both the fundamental strategic orientation and tactical investment decisions. BPM's flexible "buy and hold" strategy is based on ongoing analysis of the international capital markets and the most likely activity of the key actors in the economic system: private households, companies, banks and national governments as well as their debt levels.

We make our view of the current situation, our prognosis of probable developments and their impact on different investment classes available to our investors through regular publications.

22.03.2016

Facts are what matters - not words

Refugee crisis, China crash and negative interest rates - nothing to worry about say government politicians, central banks and a number of commercial banks. But the facts speak for themselves...

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09.02.2016

There are alternatives to shares

The German DAX and many other leading indices have fallen by 25% percent and more already since April 2015. But there isn't a bargain just yet. Until then, investors should keep their powder dry...

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29.12.2015

Is gold about to have a comeback?

The printing presses are running at full speed. The result: more and more paper money. By contrast, the global gold supply is hardly increasing at all. Opportunities for prices to come back up again? Three expert opinions...

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24.12.2015

Is the rally about to come to an end?

Prices on the stock markets have been going up since 2009. Such a long boom is rare. Will prices see an adjustment in 2016? Three experts tell us what they think...

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13.10.2015

The stock markets are about to undergo shock treatment

All stock market crashes in history have been based on excessive and unproductive borrowing and lending. The writing on the wall still points towards turbulence. Stock market crashes are debt crashes!

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