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
Does artificial intelligence destroy jobs?
April 2023
Does artificial intelligence destroy jobs? Let's not be afraid: Schumpeter's "creative destruction" is a source of growth Artificial…
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Investment
Informe de inversión trimestral – 1T 2023
April 2023
Informe de inversión trimestral - 1T 2023 "Es como ver a un burro loco dando vueltas en un…
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Investment
Chart of the Month – Energy transition from the hedge funds point of view
April 2023
Energy transition from the hedge funds point of view Source: NS Partners As part of our quest for…
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Investment
Quarterly Investment Review – Q1 2023
April 2023
Quarterly Investment Review - Q1 2023 Like watching a mad donkey thrashing around in a field, bouncing off…
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Investment
March General Market Comments
April 2023
March General Market Comments “Prisencolinensinainciusol” – Adriano Celentano, 1972. In his 1972 legendary « Prisencolinensinainciusol » hit, the mighty Adriano…
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Investment
Il gaming continua a crescere
March 2023
Il gaming continua a crescere L’industria del gaming ha raggiunto un fatturato annuale di 200 miliardi di dollari.…
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Investment
L’industria mineraria europea e la transizione green
March 2023
L’industria mineraria europea e la transizione green La transizione green richiede minerali e metalli per energie rinnovabili e…
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Investment
SVB e Credit Suisse: cosa accade nel sistema bancario
March 2023
SVB e Credit Suisse: cosa accade nel sistema bancario Questa settimana gli indici azionari hanno registrato un significativo…
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Investment
NS Webinar Series – China Equity Investing: Long / short investing to capture market inefficiencies
March 2023
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Investment
Energy efficiency: a theme of the future
March 2023
Energy efficiency: a theme of the future “Follow the money” - this principle can work just as well…
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Investment
Chart of the Month – A luxury everyone should afford
March 2023
A luxury everyone should afford Looking for a long-term investment that can withstand the economic turmoil? Well, consider…
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Investment
February General Market Comments
March 2023
February General Market Comments “This world today is a mess” – Donna Hightower, 1972. A slowdown (or a…
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