US–Israel Against Iran: War DynamicsThe United States and Israel have initiated a war of choice rather than necessity against Iran. Their military campaign, “Epic Fury,” began with coordinated air and missile strikes on Iranian leadership compounds, infrastructure, missile launchers and production sites, and naval assets.The...
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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 PartnersGeopolitics, Economies, Markets in Epochal Transformation The geopolitical landscape is marked by accelerating fragmentation driven by nationalism and populism, the erosion of centrist political parties, and the rise of strongman leadership models. The traditional rules-based order...
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Article from Beat Wittmann, Chief Investment Strategist @ Key Family Partners Escalation in Europe - NATO Rallies to Defend against Russia Three main blocs in geopolitics are: revisionist aggressor Russia, fully supported by China; the unreliable and isolationist United States; and a fragmented and hesitant Europe. The...
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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 PartnersTrump Actions - Unthinkable Becomes Normal Anyone who is surprised or shocked by Trump’s decisions and actions is simply not prepared, and that is irresponsible and ignorant, even arrogant. The recent and self-centered complacency of the...
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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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