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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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Veni Vidi Vici - UBS’ Clear-Eyed Take-Over and Swift Integration of Credit Suisse The Latin phrase Veni Vidi Vici (I came, I saw, I conquered) can be attributed to the classic warfare e.g. Roman emperor...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Meandering Between Nationalism and Democratic Capitalism What links hidden Chinese youth unemployment and major property defaults to Russia’s capital controls and the crumbling Ruble and the IMF bridge loan to serial sovereign defaulter Argentina?Two reasons...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SA Geopolitics - The West Prevails Russia’s unlawful and unacceptable overthrow of Europe’s post WW ll security order and the strategic confrontation between China and the US are permanently changing the geopolitical landscape and the economic...
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Article by Beat Wittmann, Chief Investment Strategist at Key Family Partners SAPreserve and Perform - Active Management is King Great prosperity and fortunes can be created (and lost) - just remember the transformative 1930s, 1970s and 1990s! Geopolitics - Politics Trump Economics and BusinessEver since Russia’s unlawful...
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