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...
Read More
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....
Read More
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...
Read More
Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners US Elections - Kamala Harris is the Front-RunnerThe US elections are this year’s most defining global event. Trump keeps suffering the loss of his opponent ‘Sleepy Joe’ and finds himself unable to deal with his...
Read More
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...
Read More
Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners Packed Global Agenda - Poor Prospects for Diplomacy, Ceasefires and Peace June and July are packed with crucial elections and meetings amongst Western powers and its leaders including the EU parliamentary elections, the G7 summit and...
Read More
Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersGeopolitics Dominate Economics and Business The single most important factor when it comes to investment decisions is to understand today’s bi-polar world with the US on one side and China on the other, ruled first by...
Read More
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...
Read More
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 More
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...
Read More