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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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners Europe Takes Off - The Trump Effect Two months down a four year presidential term - a lot more Trump to come! This means hope and despair depending on whom you ask. In any event, however,...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners Biden is Out - Wide open US Elections President Biden is dropping out of the presidential race - better late than never. Yet still, geopolitics remain dominated by nationalism, protectionism and populism. And sadly, the highly...
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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...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners Commonalities between Ukraine, Credit Suisse and Nvidia What do Russia’s military invasion, the collapse of Credit Suisse and Nvidia’s artificial intelligence boom have in common? They all share a slow development at the beginning, then an...
Read MoreArticle by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Israel’s Shock and ReactionOn October 7th 2023 Hamas’ surprise attack on Israel shook the world. The conflict between Israel and Hamas has escalated ever since. Any mass terrorist attack should be named and condemned!...
Read MoreArticle by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Having entered Q4 2023 the signs indicating more capital market turmoil are written all over the wall - interest rates are up, equities are down, credit spreads are widening and the US Dollar is...
Read MoreArticle by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Veni Vidi Vici - UBS’ Clear-Eyed Take-Over and Swift Integration of Credit Suisse The Latin phrase Veni Vidi Vici (I came, I saw, I conquered) can be attributed to the classic warfare e.g. Roman emperor...
Read MoreArticle 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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