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
January general market comments
February 2025
“Ballroom Blitz” – The Sweet, 1974 China’s announcement of its LLM tool DeepSeek has been felt like a…
Read More
Investment
December general market comments
January 2025
Dance across the floor – Jimmy “Bo” Horne, 1978 When Jimmy “Bo” Horne wrote this song in 1978,…
Read More
Investment
Quarterly Investment Review – Q4 2024
January 2025
We don’t have inflation because the people are living too well. We have inflation because the government is…
Read More
Investment
Chart of the Month: Data Centers and the AI Gold Rush
December 2024
Data centers are at the heart of the AI revolution — but who are the real winners? Are…
Read More
Investment
November general market comments
December 2024
market comments “Loser” – Beck, 1993 In November 2024, the loser was Mrs Harris and the winner Mr…
Read More
Investment
Chart of the month – Stock dispersion or the essence of long short equity investing
November 2024
Stock dispersion or the essence of long short equity investing Stock dispersion creates an ideal environment for long-short…
Read More
Investment
October general market comments
November 2024
“Atomic” – Blondie, 1979 No less than 3 of the largest companies in the world (all part of…
Read More
Investment
Chart of the Month – Credit investors: beware of the re-steepening
October 2024
Credit investors: beware of the re-steepening The slope of the US yield curve, which can be…
Read More
Investment
Curva dei rendimenti: implicazioni per il credito
October 2024
Curva dei rendimenti: implicazioni per il credito In un contesto di incertezza economica globale, alimentato da conflitti geopolitici…
Read More
Investment
Il settore automotive gira a folle
October 2024
Il settore automotive gira a folle Nell’ultimo periodo, i titoli azionari legati al settore automobilistico hanno mostrato una…
Read More
Investment
Quarterly Investment Review – Q3 2024
October 2024
Quarterly Investment Review - Q3 2024 Markets rose during the third quarter as most Central Banks started to…
Read More
Investment
September General Market Comments
October 2024
September General Market Comments “Supernature” – Cerrone, 1977 The S&P 500 broke to new highs in September and…
Read More