NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
Latest Selected Insight
Investment NS Webinaire DGC Stock Selection FundMay 2026
Password required.
Read MoreLatest Publications
LATEST INSIGHTS
Showing 444 publications
NS Webinar – Pendulum – An all weather alternative.
May 2022
Password required.
Read MoreFlamboyant management is back
May 2022
Flamboyant management is back The new decade marks the big comeback of the global macro managers who put…
Read MoreApril General Market Comments
May 2022
April General Market Comments "Been dazed and confused, for so long, it’s not true" – a tribute to…
Read More
Chart of the Month – During economic slowdown, increase defensive sectors
May 2022
During economic slowdown, increase defensive sectors The last few months have been very special. And recent economic and…
Read MoreNS Webinar – Global Equities: Navigating A More Selective Market
April 2022
Password required.
Read MoreEconomic and financial consequences: How to reposition the portfolios.
April 2022
The new environment after the Russian invasion of Ukraine. How to reposition the portfolios. The Russian invasion of…
Read MoreQuarterly Investment Review – Q1 2022
April 2022
Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5…
Read MoreGeneral Market Comments – March
April 2022
March 2022 Market Comments: Solid as a Rock? Solid, soild as a rock ? Someone being told in…
Read More
Gráfico del mes – Conversación con un gestor de cartera L/S de energía
March 2022
Conversación con un gestor de cartera L/S de energía El sector energético global sigue ofreciendo valoraciones muy bajas…
Read More
Chart of the Month – Conversation with an energy L/S portfolio manager
March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
Read More
Chart of the Month – Conversation with an energy L/S portfolio manager
March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
Read More