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
Chart of the Month – 2018: No place to hide to make money. 2019: Typically, reversion.
January 2019
2018: No place to hide to make money. 2019: Typically, reversion. During 2018, all major asset classes delivered…
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Investment
Chart of the Month – Money for Nothing – and Your Debt (almost) for Free
December 2018
Money for Nothing - and Your Debt (almost) for Free Most of our readers will be old enough…
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Investment
Investment Review Q3 2018
November 2018
“I think Trump may be one of those figures who appear in history from time to time to…
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Investment
Chart of the Month – Something hits the Faanmg?
November 2018
Something hits the Faanmg*? In the recent market correction, the famous Faanmg have, on average, been hit quite…
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Investment
Notz Stucki Investment Meeting – Anatole Kaletsky
October 2018
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
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Investment
Chart of the Month – Sustainability practices gained traction in luxury
September 2018
Sustainability practices gained traction in luxury Environmental, Social and Governance (ESG) are today on many people’s lips. This…
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Investment
Chart of the Month – Active Management: being at the right place at the right time
August 2018
2018 - Active Management: being at the right place at the right time French coach Didier Deschamps had…
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Investment
Investment Outlook Q3 2018
July 2018
At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues…
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Investment
Chart of the Month – Swiss equity market: a good growth/value investment idea
July 2018
Swiss equity market: a good growth/value investment idea The chart shows some interesting characteristics of the Swiss Equity…
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Investment
Notz Stucki Investment Conference
June 2018
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
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Investment
Chart of the Month – Trading on a Tweet
May 2018
Trading on a Tweet When one looks at the statistics, the people with the most followers on Twitter…
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Investment
Chart of the Month – Small caps versus large caps: small is beautiful… Especially in Europe!
May 2018
Small caps versus large caps: small is beautiful… Especially in Europe! It is often said that Small Caps…
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