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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
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Investment
NS Webinar – Global Equities: Navigating A More Selective Market
April 2022
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Investment
Economic and financial consequences: How to reposition the portfolios.
April 2022
The new environment after the Russian invasion of Ukraine. How to reposition the portfolios. The Russian invasion of…
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Investment
Quarterly Investment Review – Q1 2022
April 2022
Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5…
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Investment
General Market Comments – March
April 2022
March 2022 Market Comments: Solid as a Rock? Solid, soild as a rock ? Someone being told in…
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Investment
Gráfico del mes – Conversación con un gestor de cartera L/S de energía
March 2022
Conversación con un gestor de cartera L/S de energía El sector energético global sigue ofreciendo valoraciones muy bajas…
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Investment
Chart of the Month – Conversation with an energy L/S portfolio manager
March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
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Investment
Chart of the Month – Conversation with an energy L/S portfolio manager
March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
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Investment
Chart of the Month – Conversation with an energy L/S portfolio manager
March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
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Investment
General Market Comments – February
March 2022
February General Markets Comments War, what is it good for? Absolutely Nothing. It ain't nothing but a heart-breaker,…
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Investment
The only thing certain is uncertainty
March 2022
The only thing certain is uncertainty Faced with the current unpredictability, hedge funds are regaining their protective role…
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Investment
Gráfico del Mes – Cómo hacerse amigo de Don Mercado
March 2022
Cómo hacerse amigo de Don Mercado En su famoso libro de 1949 «El Inversor Inteligente», Ben Graham habla…
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