Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners2026 Outlook - Why Selectivity Matters More Than Exposure Global markets have delivered exceptional returns over the past three years, but history suggests that in 2026 the capital market cycle is entering a more mature phase....
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersPower over PartnershipThe U.S. administration is implementing policy priorities closely aligned with the Heritage Foundation’s Program 2025. Governance under President Trump is highly centralized, transactional, and utilitarian. This governing style and strategic direction are expected...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersGeopolitics, Economies, Markets in Epochal Transformation The geopolitical landscape is marked by accelerating fragmentation driven by nationalism and populism, the erosion of centrist political parties, and the rise of strongman leadership models. The traditional rules-based order...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners Escalation in Europe - NATO Rallies to Defend against Russia Three main blocs in geopolitics are: revisionist aggressor Russia, fully supported by China; the unreliable and isolationist United States; and a fragmented and hesitant Europe. The...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersTrump, Putin, and Ukraine: Fantasies Versus Facts The Trump–Putin summit in Alaska resulted in a clear victory for Russia. Putin received public respect and even camaraderie from Trump, with no additional sanctions imposed on Russia—and...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersTrump Actions - Unthinkable Becomes Normal Anyone who is surprised or shocked by Trump’s decisions and actions is simply not prepared, and that is irresponsible and ignorant, even arrogant. The recent and self-centered complacency of the...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersPolitics and Power War and peace, economic growth and decline, business boom or bust and capital market gains and losses - everything is dominated by the only three superpowers, namely the US, EU and China. The...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersWe live through epochal changes - in geopolitics, security, economics, business, science and technology. We are drowned in daily news and noise. It is key to filter and focus on few relevant factors. So, how storm...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners. Geopolitics are dominated by President Trump unleashing a flood of executive orders, Russia’s relentless military aggression against Ukraine, China’s focus on building an alternative geoeconomic order and by newly elected German Chancellor Friedrich Merz hopefully...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersTrump is about Radical DisruptionWalter Lippmann, a highly influential US journalist, respected thinker and informal advisor to past US Presidents, remarked in the revolutionary 1920s and 1930s that “we have exited from civilization without quite...
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