Home from the financial expert: Like Dr. Bernhardt conquers the markets

Home from the financial expert: Like Dr. Bernhardt conquers the markets

In the world of finances, Dr. Matthias Bernhardt talk. The financial scientist, who was committed by the German securities true to the securities as a senior partner and asset manager, not only founded its own financial planning company in Grafenwöhr, but also launched an asset management company. Even as a teenager, Bernhardt had the dream of becoming a fund manager, shaped by the first points of contact with the finances by his mother's lottery newspaper shop. This is no wonder, because his diverse interest in business newspapers and financial magazines let him dive into the matter early.

After graduating from high school, he studied economics in Würzburg, where he established himself as a tutor at the chair. His studies focused on banking and finance as well as interdisciplinary economic. With a deepening in financial mathematics during his master, he developed models for the capital markets - a well -founded basis for his current work. He sees interesting parallels between the golf game and the financial markets, especially when it comes to strategic orientations and dynamic adjustments.

Unique investment strategy with the Bernhardt Capital Global Fund

The Bernhardt Capital Global Fund is currently on the market, which offers globally oriented investments in stocks from the USA, Europe and Asia as well as in US state bonds. His scientific allocation strategy stands out in the German fund market and enables private investors to gain access to an investment option that was originally reserved for institutional investors. With a strategic allocation of around 60 percent in US markets, the fund observes the developments very precisely, especially in view of the current political uncertainties in the States.

In the reporting period of the second quarter of 2025, the fund recovered from previous low stands, but is still in a sideways movement. Even if the impression that Europe has overhauled the United States economically is deceptive, there are positive developments in Europe, some of which result from uncertainty in the United States. President Trump's erratic trade policy continues to cause irritation, which is also reflected in the weakening US dollar.

Market developments and outlook

The year 2025 is already eagerly awaited in the financial industry. Experts like Clément Inbona from Lfde see a lot of potential, but also bring some challenges into play. While dynamic economic growth in the United States is forecast, the European markets remain after. The consensus in the industry indicates a controlled inflation and a relaxed monetary policy, with American stocks and corporate bonds still preferred.

A look at alternative scenarios shows that geopolitical developments, oil price conflict or health issues could affect financial markets. For example, a potential peace between Russia and Ukraine could boost European stock assessment and change the market conditions. Prof. Dr. Jan Viebig from Oddo BHF SE is increasingly seeing volatility through geopolitical risks and recommends long -term investments in shares to benefit from the compound interest effect.

In his free time, Bernhardt likes to spend time with his dog and explores the picturesque region around the Waldnaabtal and the Fichtelgebirge. This balance between work and leisure could give him the good hand for his investments.

It remains to be seen how the markets will develop in the coming months and whether Bernhardt with its unique investment philosophy and the Bernhardt Capital Global Fund can continue to make high waves. In any case, it will be exciting to observe how he reacts to the challenges and whether his strategies will also exist in turbulent times.