Market View

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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Russia’s Gamble with the Ukraine

  |   Macro, Market View

The Russian President threatening the Ukraine, offers highly uncertain rewards yet a potentially lethal downside for him and his inner circle. Russia is getting ahead of itself apparently emboldened by the illegal and only modestly sanctioned seizure of Crimea. The blame, however, lies by no...

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