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 NS Webinaire DGC Stock Selection FundMay 2026
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LATEST INSIGHTS
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Coronavirus – Notz Stucki Statement
March 2020
Our response to COVID-19 Dear Madam, Dear Sir, Since the outbreak of novel coronavirus (COVID-19) epidemic, the Notz…
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Chart of the Month – Green? Supergreen!
March 2020
Chart of the month Green? Supergreen! For the past three years, we generally haven’t gone a week without…
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Cartoon of the Month – “Audentes fortuna iuvat” Fortune sides with him who dares
February 2020
Cartoon of the Month “Audentes fortuna iuvat”, Virgil Currency risk, volatility risk, downside risk, credit risk, liquidity risk,…
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Notz Stucki Investment Conference
January 2020
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
Read MoreNS Impact – Notre engagement 2020
January 2020
Un engagement concret pour la collectivité Nous sommes convaincus que les énergies individuelles ont bien plus d’impact lorsqu’elles…
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Quarterly Investment Review
January 2020
‘It’s ludicrous that a government can borrow at a negative interest rate and doesn’t take advantage of that.’…
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Chart of the Month – 2019: Everything was positive! 2020: Be selective!
January 2020
2019: Everything was positive! 2020: Be selective! One year ago, we stated the following conclusion when we summarized…
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Lynx, best Long/Short Equity Fund of Hedge Funds
November 2019
Lynx racks up the Banco award for second consecutive year in a row. We are proud to announce…
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Chart of the Month – Luxury: resilience of the 3 musketeers
November 2019
Luxury: resilience of the 3 musketeers Marketwise, a year never resembles the previous one. Nevertheless, one element persists:…
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Quarterly Investment Outlook
October 2019
The dominant feature of financial markets remains the low yields offered by bond markets, and in particular the…
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Chart of the Month – “Who you trying to get crazy with this thing? Don’t you know I’m loco?”
August 2019
Chart of the month “Who you trying to get crazy with this thing? Don't you know I'm loco?”(*)…
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Chart of the Month – FED vs Growth for Emerging Markets
August 2019
FED vs Growth for Emerging Markets We are generally not fan of discussing EM as a single group…
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