NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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INVESTMENT
Showing 391 publications
Investment
Inflazione, tensioni geopolitiche e scenari futuri
June 2023
Inflazione, tensioni geopolitiche e scenari futuri La Banca Centrale Europea ha alzato i tassi d’interesse di 25 punti…
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Investment
SP 10 or SP 500?
June 2023
SP 10 or SP 500? This year, 10 tech stocks accounted for 100% of the SP500's performance. Should…
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Investment
Chart of the Month – To be or not to be in a bull market
June 2023
Chart of the Month - To be or not to be in a bull market Source: NS Partners,…
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Investment
May General Market Comments
June 2023
May General Market Comments “Steamy Windows”, 1989 – A tribute to the legendary and immortal Tina Turner. Trying…
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Investment
Digitalizzazione ed energia pulita
May 2023
Digitalizzazione ed energia pulita Nonostante brevi periodi di bear markets, il settore finanziario è in un bull market…
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Investment
Chart of the Month – Cloudier…… with cleaner skies
May 2023
Chart of the Month - Cloudier…… with cleaner skies Source: NS Partners, Bloomberg A healthy bull market…
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Investment
April General Market Comments
May 2023
April General Market Comments “Jump around” – House of Pain, 1992. Should we “Jump Around” as the classic…
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Investment
I conti delle big tech USA
April 2023
I conti delle big tech USA Questa settimana sono stati pubblicati i conti trimestrali delle grandi aziende statunitensi…
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Investment
La de-globalizzazione dell’industria automobilistica
April 2023
La de-globalizzazione dell’industria automobilistica La globalizzazione è un network di processi economici, sociali, politici e culturali che attraversano…
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Investment
Gráfico del mes – La transición energética desde el punto de vista de los hedge funds
April 2023
La transición energética desde el punto de vista de los hedge funds Como parte de nuestra investigación en…
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Investment
L’intelligence artificielle détruit des emplois ?
April 2023
L'intelligence artificielle détruit des emplois ? Soyons sans crainte : la « destruction créative » énoncée par Schumpeter…
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