Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersPolitics and Power War and peace, economic growth and decline, business boom or bust and capital market gains and losses - everything is dominated by the only three superpowers, namely the US, EU and China. The...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersWe live through epochal changes - in geopolitics, security, economics, business, science and technology. We are drowned in daily news and noise. It is key to filter and focus on few relevant factors. So, how storm...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners. Geopolitics are dominated by President Trump unleashing a flood of executive orders, Russia’s relentless military aggression against Ukraine, China’s focus on building an alternative geoeconomic order and by newly elected German Chancellor Friedrich Merz hopefully...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family PartnersTrump is about Radical DisruptionWalter Lippmann, a highly influential US journalist, respected thinker and informal advisor to past US Presidents, remarked in the revolutionary 1920s and 1930s that “we have exited from civilization without quite...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners Europe Takes Off - The Trump Effect Two months down a four year presidential term - a lot more Trump to come! This means hope and despair depending on whom you ask. In any event, however,...
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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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