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.

07.03.2012

Market Comment March 2012

Is it possible to make a boiled egg runny again? After the continuing flooding of the markets, can the FED, and now also the ECB, ever get back to the path of sustained monetary stability with limitless and cost-free liquidity alone? Do they even want to do that?...

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15.12.2011

Market Comment December 2011

Whatever you may think of the Germans, the Dutch and the Finns, there’s no denying that their bifurcated approach of embedding efforts to find a solution to the current problems in a long-term sustainable strategic concept in the interest of safeguarding the collective wealth of European nations is both important and right...

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15.10.2011

Press Release of BPM, October 2011

The Berlin-based financial services company BPM has placed an institutional product category, for the first time and exclusively, as a retail issuance for a wider pool of investors. This responds to the sharply increasing demand from private clients with high net worth as well as financial advisors...

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15.10.2011

Market Comment October 2011

It is not only private capital investors who are overtaxed by the complexity of the present situation, also politicians and even whole governments are visibly struggling. For this reason we recommend that to rationally assess the situation it is a good idea to step back and examine the overarching, common interests of the key players...

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15.09.2011

Market Comment September 2011

Today, there are many examples of a well-known pattern repeating itself - after a two-year rise in global share prices, the start of August this year brought about a historic wave of selling in the markets...

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