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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The Demise of Credit Suisse - No Relevant Player has Apologized nor Resigned The reputation of Switzerland as a financial center and even as a country is at stake. In the aftermath of the UBS-Credit Suisse shotgun marriage cum bailout the blame game is steadily escalating....
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Geopolitics - Bipolarity Defining Our Age The defining geopolitical confrontation of our age is the strategic rivalry between the US and China. Geopolitics remain complex, ambiguous and to varying degrees confrontational, in a world characterized by the growing bipolarity between the global West led by the...
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The collapse of a major US bank doesn’t come as a surprise given the current macroeconomic backdrop with the recent strong and fast rise in interest rates. In this context, the failure and closure of Silicon Valley Bank (SVB) will not be the last significant bank,...
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Transition to a New World Order 2023 has started with the US continuing leading a united Global West, China re-opening and focusing on economic growth, Russia digging in on its illegal military attack on Ukraine and Iran’s regime doubling down on domestic repression. Stay prepared for more...
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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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