NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
Category
INVESTMENT
Showing 391 publications
Investment
NS Macro Outlook and Investment Opportunities, 28 April 2020
April 2020
NS Macro outlook & Investment Opportunities, 28 April 2020 Due to the COVID-19 pandemic, world economies face the…
Read More
Investment
Chart of the Month – Credit Dislocation
April 2020
Credit Dislocation The COVID-19 crisis has translated into one of the biggest financial markets shock in history. The…
Read More
Investment
Quarterly Investment Review
April 2020
“The coronavirus pandemic is a public health emergency. But it is also an economic emergency… This national effort…
Read More
Investment
Our CIO explains which sectors and companies he is pivoting towards based on government coronavirus advice
March 2020
In his interview for Citywire Switzerland, Angel Sanz explains which sectors and companies he is pivoting towards based…
Read More
Investment
Chart of the Month – Green? Supergreen!
March 2020
Chart of the month Green? Supergreen! For the past three years, we generally haven’t gone a week without…
Read More
Investment
Cartoon of the Month – “Audentes fortuna iuvat” Fortune sides with him who dares
February 2020
Cartoon of the Month “Audentes fortuna iuvat”, Virgil Currency risk, volatility risk, downside risk, credit risk, liquidity risk,…
Read More
Investment
Notz Stucki Investment Conference
January 2020
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
Read More
Investment
Quarterly Investment Review
January 2020
‘It’s ludicrous that a government can borrow at a negative interest rate and doesn’t take advantage of that.’…
Read More
Investment
Chart of the Month – 2019: Everything was positive! 2020: Be selective!
January 2020
2019: Everything was positive! 2020: Be selective! One year ago, we stated the following conclusion when we summarized…
Read More
Investment
Chart of the Month – Luxury: resilience of the 3 musketeers
November 2019
Luxury: resilience of the 3 musketeers Marketwise, a year never resembles the previous one. Nevertheless, one element persists:…
Read More
Investment
Quarterly Investment Outlook
October 2019
The dominant feature of financial markets remains the low yields offered by bond markets, and in particular the…
Read More
Investment
Chart of the Month – “Who you trying to get crazy with this thing? Don’t you know I’m loco?”
August 2019
Chart of the month “Who you trying to get crazy with this thing? Don't you know I'm loco?”(*)…
Read More