Geopolitics

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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Clash – Policies versus Markets

  |   Geopolitics, Macro

Clash - Policies versus Markets We continue to live through unprecedented and complex geopolitics, painful inflation battles, economic adjustment and business contraction cycles and turbulent capital markets.  Policymakers, business leaders and investors are facing tough challenges - emotionally, intellectually and financially. They have to navigate through transformative...

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