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
Last one standing – Reconsider European equity long short funds – NS Insights
July 2025
European equity long short funds have suffered from Europe’s lack of appeal. But now might be the time…
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Investment
When Energy Enters Its Internet Era – Highlights from SPHERE PODIUM event in Geneva
June 2025
During the recent SPHERE PODIUM GENEVA event on May 13, 2025, Pierre Mouton shared a thought-provoking perspective on…
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Investment
China’s growth 2025: The dragon awakens
June 2025
Hedge funds are betting on AI, tech and local consumption to tap into China’s renewed growth. A renewed…
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Investment
May general market comments
June 2025
“If you don’t give a doggone about it” - James Brown, 1977. As is often the case, the…
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Investment
NS Webinar – Building the New Wall of China Portfolio
June 2025
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Investment
Chart of the month: US economic consensus 2025 less good than expected
June 2025
US economic consensus 2025 less good than expected Donald Trump’s November 2024 election victory sparked optimism…
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Investment
Swiss equities: resilient, diverse and poised for growth
May 2025
A unique blend of stability, specialization, and long-term performance defines Switzerland’s investment landscape. Switzerland’s equity market stands as…
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Investment
Time to perform differently – Global Macro
May 2025
Time to perform differently: Global macro Markets are shifting, and fast. Since late 2024, volatility’s up and…
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Investment
Global equities: fundamental shift or temporary setback?
May 2025
Global Equities: Fundamental Shift or Temporary Setback? Since January, equity markets have shown signs of weakness and, more…
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Investment
Chart of the month: Time to perform differently – Global Macro
May 2025
Time to perform differently: Global macro In our previous “Chart of the Month” from September 2024, titled…
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Investment
April general market comments
May 2025
“Mr Big Stuff” - Jean Knight, 1971. There's no reference here to big Florida mansions, New York city…
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Investment
Unlocking the Potential of Private Markets
April 2025
Private markets are increasingly integral to diversified investment portfolios. NS Partners has introduced the Private Markets Evergreen Fund,…
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