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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
Showing 391 publications
Investment
Quarterly Investment Review – Q3 2025
October 2025
Quarterly Investment Review - Q3 2025 “In times of rapid change experience can be your worst enemy.” John…
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Investment
September 2025 Market Comments: Nvidia and Tech Surge
October 2025
“My Name Is”, Eminem, 1999 You probably didn’t know much about me 10 years ago, when the incredible…
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Investment
Chart of the month: From Pod-Shop to Quant-Shop – The new El Dorado?
October 2025
From Pod-Shop to Quant-Shop - The new El Dorado? Source: NS Partners, Bloomberg Most of our readers will…
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Investment
Active Management: Turning Euphoria into Opportunity
September 2025
Active Management: a driver of growth and a source of added value, Swiss industry deserves its place in…
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Investment
NS Macro Outlook & Investment Opportunities – 16 September 2025
September 2025
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Investment
August general market comments
September 2025
“(Everybody Wanna Get Rich) Rite Away” - Dr John, 1974. As August 2025 draws to a close, the…
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Investment
Chart of the month: Bubble or Bull? Why not a Bubbull?
September 2025
Bubble or Bull? Why not a Bubbull? The current mindset in the investment community is rather binary when…
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Investment
Swiss industry: stability amid uncertainty
August 2025
A driver of growth and a source of added value, Swiss industry deserves its place in investment portfolios.…
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Investment
July general market comments
August 2025
“Electric Avenue” - Eddy Grant, 1982. The world is charging down "Electric Avenue," fueled by a surging demand…
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Investment
Quarterly Investment Review – Q2 2025
July 2025
We’re running roughly a 7% fiscal gap and probably a 3% gap is what’s sustainable. The further you…
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Investment
Mahjong China Fund: Business Lunch in Lugano, 2 July 2025
July 2025
Mahjong China Fund: Navigating China’s New Landscape Business Lunch - Grand Café Al Porto, Lugano - 2…
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Investment
June general market comments
July 2025
“Positively Inclined” - Wax Tailor, 2007. June 2025 has delivered a market performance worthy of Wax Tailor’s "Positively…
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