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
Quarterly Investment Review – Q4 2020
January 2021
“Capitalism without bankruptcy is like Catholicism without hell. Markets work best when participants have a healthy fear of…
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Investment
Chart of the Month – Equities: focus on sectors & themes
January 2021
Equities: focus on sectors & themes In the early days of Notz Stucki, the country was an important…
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Investment
Chart of the Month – Tesla, the best battery company in the world?
December 2020
Tesla, the best battery company in the world? It’s been almost 12 years since Tesla sold its first…
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Investment
Chart of the Month – «If you ask me anything I don’t know, I’m not going to answer» Yogi Berra
November 2020
Chart of the month «If you ask me anything I don't know, I’m not going to answer» Yogi…
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Investment
Chart of the Month – High market dispersion creates alpha opportunities!
October 2020
High market dispersion creates alpha opportunities! Due to the Covid-19 pandemic outbreak, 2020 is un-comparable to any…
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Investment
Q3 2020 – NS Quarterly Investment Review
October 2020
“The Fed is following the markets, not the other way round.” Christopher Wood “At 10 times revenues,…
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Investment
Chart of the Month – Bike-to-school
September 2020
Chart of the month: Bike-to-school September most often means back-to-school time. This year it takes place in a…
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Investment
Resilience, transforming theory to action.
July 2020
Resilience How did Notz Stucki manage the Covid-19 situation? Some answers from our CIO, Angel Sanz. …
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Investment
Quarterly Investment Review
July 2020
“Policymakers have conjured tons and tons of money out of thin air. As a result, we are now…
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Investment
Chart of the Month – Nifty – But not fifty
July 2020
Chart of the month: Nifty - But not fifty In this strange and hectic year for markets, giving…
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Investment
Chart of the Month – Survival of the Fittest: a Darwinian Approach to Hedge Funds
June 2020
Survival of the Fittest: a Darwinian Approach to Hedge Funds If there ever was to be a defining…
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Investment
Chart of the Month – Active Management is back!
May 2020
Active Management is back! During March, the Covid-19 pandemic has forced authorities of a vast majority of countries…
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