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.
28.02.2015
Shares and bonds generally too expensive – gold and cash are king
Read more … Shares and bonds generally too expensive – gold and cash are king
11.02.2014
BPM awarded at the “Golden Bulls Night” in Munich
Read more … BPM awarded at the “Golden Bulls Night” in Munich
02.06.2015
download as PDF
Investors in Kurrekurredutt Isle
Stock markets are clearly overvalued. In the past, this has frequently led to crashes. But investors simply cannot prevent themselves from making the four big mistakes.
Read more … Investors in Kurrekurredutt Isle