Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersPositioning Portfolios for a Fragmenting WorldThe start of the 2026 investment year once again confirms that generating positive and competitive investment performance in a risk-heavy environment requires an interdisciplinary understanding of geopolitics, economics, and capital...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners2026 Outlook - Why Selectivity Matters More Than Exposure Global markets have delivered exceptional returns over the past three years, but history suggests that in 2026 the capital market cycle is entering a more mature phase....
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersPower over PartnershipThe U.S. administration is implementing policy priorities closely aligned with the Heritage Foundation’s Program 2025. Governance under President Trump is highly centralized, transactional, and utilitarian. This governing style and strategic direction are expected...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersTrump, Putin, and Ukraine: Fantasies Versus Facts The Trump–Putin summit in Alaska resulted in a clear victory for Russia. Putin received public respect and even camaraderie from Trump, with no additional sanctions imposed on Russia—and...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersThe Trump Court President Trump has entered the White House with all predictable unpredictabilities and with a toxic mix of delusion of grandeur, threats, promises and executive actions. The new administration’s menu features insults for friends and...
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Article by Beat Wittmann, Chief Investment Officer @ Key Family PartnersThe Geopolitics of US Plutocracy, EU Technocracy and Chinese Autocracy The year 2025 will be unpredictable, full of surprises and the occasional shocks. All against the backdrop of the three competing global superpowers - the Donald...
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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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