Macro

Disintegration in the US and Reforms in Europe

  |   Geopolitics, Macro

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...

Read More

National Security and Capital Markets

  |   Geopolitics, Macro

Article from Beat Wittmann, Chief Investment Strategist at Key Family Partners Geopolitics - The Paradigm Shift to National Security The Washington Spring Meetings 2024 of the International Monetary Fund (IMF) and the World Bank Group (WBG) were strong testimony that the national security agendas have taken the...

Read More

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...

Read More