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...
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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...
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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...
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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...
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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...
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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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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Geopolitics - Muddling Through in 2024 In 2024, the world appears to be a dangerous, complex, volatile and unpredictable place. Our instincts tell us to look for black and white solutions, hence, nationalist autocrats and...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Geopolitics - The US Presidential Election CircusGeopolitics remain complex but we don’t expect further escalation, most importantly, nor weaponization in the energy field. Both conflicts - Ukraine/Russia and Israel/Gaza - are contained and the...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Israel’s Shock and ReactionOn October 7th 2023 Hamas’ surprise attack on Israel shook the world. The conflict between Israel and Hamas has escalated ever since. Any mass terrorist attack should be named and condemned!...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Having entered Q4 2023 the signs indicating more capital market turmoil are written all over the wall - interest rates are up, equities are down, credit spreads are widening and the US Dollar is...
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