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
Notz Stucki Investment Meeting – Notes 11 04 2017
April 2017
Over the past year world economic growth has been stronger than expected, for several reasons. First China’s growth…
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Investment
Investment Outlook Q2 2017
April 2017
Notz Stucki has just released its investment outlook for the second quarter of 2017. The first quarter was considerably…
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Investment
Planet of Finance revitalises flat wealth management space with 3D marketplace
April 2017
Planet of Finance, the world's largest online community dedicated to the wealth management industry, has annouced the launch…
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Investment
Chart of the Month – CAPE–ability in question
April 2017
CAPE–ability in question « In theory there’s not much difference between practice and theory – but in practice,…
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Investment
Pierre Mouton: UK Equity Market Is Wide And Deep
March 2017
Bloomberg — Despite Article 50 being triggered, Pierre Mouton, Head of Long-Only Strategies at NS Partners, sees significant…
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Investment
Perception vs. Reality: Are (more business friendly) Republican Presidents better for the Equity Market?
March 2017
Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and…
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Investment
Chart of the Month – Active management is back but beware of the next equity sector rotation!
March 2017
Active Management is back but beware of the next equity sector rotation! After a tough 2016, active managers…
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Investment
Luxury Market Pulse – Watch and Jewelry Market Insight
February 2017
Luxury Market Pulse Watch and Jewelry Market Insight The global luxury market confirmed its low single-digit growth, however…
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Investment
Swiss investors turn to alternatives to find the right balance between passive and active investing – Opalesque Geneva Roundtable
February 2017
Given the less attractive outlook on most traditional "pure beta" asset classes and investment styles, hedge funds and…
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Investment
Chart of the Month – Looking for an Investment Opportunity? Think Luxury!
February 2017
LOOKING FOR AN INVESTMENT OPPORTUNITY? THINK LUXURY! In Geneva, January is synonymous with fine watchmaking, an opportunity for…
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Investment
Chart of the Month – Drivers of US GDP growth: Can the US grow faster?
January 2017
DRIVERS OF US GDP GROWTH: CAN THE US GROW FASTER? Before the US election, the consensus view was…
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Investment
Notz Stucki January 2017 investment conference in Geneva : notes
January 2017
On the occasion of its semi-annual Investment Conference in Geneva held on January 10th, 2017, Notz Stucki welcomed the following…
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