Capital Markets

A Fragile Truce – Political, Economic and Market Extremes

  |   Macro, Capital Markets, Geopolitics, Market View

Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Meandering Between Nationalism and Democratic Capitalism What links hidden Chinese youth unemployment and major property defaults to Russia’s capital controls and the crumbling Ruble and the IMF bridge loan to serial sovereign defaulter Argentina?Two reasons...

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3-Minute Market Take

  |   Macro, Capital Markets, Geopolitics

Stalemate Russia’s invasion of Ukraine in February took the world by surprise, and has moved investors’ attention away from COVID to almost exclusively on geopolitics and inflation.  As well as the enormous humanitarian impact and suffering caused, the war has created major global financial consequences for...

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