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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 NS Webinaire DGC Stock Selection FundMay 2026
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LATEST INSIGHTS
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Investment
Informe de inversión trimestral – 4T 2022
January 2023
Informe de inversión trimestral - 4T 2022 En 2022, la inflación volvió con una fuerza que no se…
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Investment
Notes on Investment Policy Conference 10 January 2023
January 2023
Notes on Investment Policy Conference 10 January 2023. Presentation by Louis Gave of Gavekal 2022 was an unusual…
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Investment
Chart of the Month – The return of higher yields marks the end of an era
January 2023
The return of higher yields marks the end of an era The film “The return of the Jedi…
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Investment
December General Markets Comments
January 2023
December General Markets Comments "Heroes" - David Bowie, 1977. 2022 could have been year for heroes in financial markets.…
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Investment
Is thematic investing over?
December 2022
Is thematic investing over? After valuations have adjusted in 2022, the trend will continue. During the previous 5…
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Investment
Commentaires de marché – Novembre
December 2022
Commentaires de marché - Novembre "Don’t Stop" - Fleetwood Mac, 1977. Un hommage à la regrettée Christine McVie…
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Investment
Gráfico del mes – Los gestores hedge funds global macro estan de vuelta
December 2022
Los gestores hedge funds global macro estan de vuelta El fin de la era del dinero gratis y…
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Investment
Chart of the Month – Global macro hedge fund managers are back in the game
December 2022
Global macro hedge fund managers are back in the game The end of the free money era &…
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Investment
November General Markets Comments
December 2022
November General Markets Comments "Don’t Stop" - Fleetwood Mac, 1977. A tribute to the late Christine McVie (1943-2022).…
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NS Impact
NS Impact – Notre engagement 2023
November 2022
Un engagement concret pour la collectivité Nous sommes convaincus que les énergies individuelles ont bien plus d’impact lorsqu’elles…
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Investment
Hedge fund managers know how to profit from crises
November 2022
Hedge fund managers know how to profit from crises Energy may be the topic on everyone’s mind, but…
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