Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersTrumps Wins a Clear Mandate Trump has won a clear mandate based on radical nationalism, deportation of immigrants and boosting the domestic US economy. There is no doubt what this is all about and there won’t...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersUS Elections – THE 2024 Global Event Recent presidential polls indicate an ever closer race between candidates Kamala Harris and Donald Trump. Unfortunately, this situation leads to a sharply increased risk of a contested US election....
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersGeopolitical Conflicts to Dominate Economies and Markets in 2025 Our age is defined by increasing geopolitical confrontations encompassing old ills of ongoing hot wars in Eastern Europe and the MidEast and generally increasing populism and protectionism. We...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners US, German and Japanese Markets Rise to Historic Highs while China and Russia are at Lows Western risk assets continue to climb throughout geopolitical turmoil. Bipolar political and economic conflicts between the major global powers are...
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Article 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...
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Article 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...
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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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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Geopolitics - The West Prevails Russia’s unlawful and unacceptable overthrow of Europe’s post WW ll security order and the strategic confrontation between China and the US are permanently changing the geopolitical landscape and the economic...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SAPreserve and Perform - Active Management is King Great prosperity and fortunes can be created (and lost) - just remember the transformative 1930s, 1970s and 1990s! Geopolitics - Politics Trump Economics and BusinessEver since Russia’s unlawful...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Geopolitics - The Dawn of a new EraEver since Russia’s unlawful and unprovoked military invasion of sovereign and independent Ukraine in early 2022, the economic globalization as we knew it, and peace dividend since...
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