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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LATEST INSIGHTS
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Quarterly Investment Outlook
July 2019
The performance and current level of the world bond markets are extraordinary. The French example illustrates the bizarreness…
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Chart of the Month – Is the lifecycle of the hedge fund industry over?
July 2019
Is the lifecycle of the hedge fund industry over? Numerous academic studies have shown that small funds outperform…
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Notz Stucki intent on playing an active role in consolidation
June 2019
55 years after its foundation, NOTZ STUCKI has bolstered its governance with an expanded and rejuvenated Executive Committee.…
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Chart of the Month – Something wrong? Eat chocolate.
June 2019
Chart of the month Something wrong? Eat chocolate. The month of May has come with its various news,…
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NS Impact court pour l’APRA
May 2019
NS Impact court pour l'APRA Depuis 2 ans, Notz Stucki soutient financièrement l’APRA (Association Suisse pour la Recherche…
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Chart of the Month – Sell in May and go away? or Hedge a quarter and sleep better?
May 2019
Chart of the month Sell in May and go away? or Hedge a quarter and sleep better? It…
Read MoreNotz Stucki Investment Meeting – Pierre Gave
April 2019
Notz Stucki Investment Meeting - Pierre Gave: Is the worst of the global slowdown behind us?
Read MoreInvestment Outlook Q1 2019
April 2019
Where are the gilets jaunes of the bond market? As the various Central Banks peddle back on their…
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Chart of the Month – Emerging Markets FX Feels Woes From Trade
April 2019
Emerging Markets FX Feels Woes From Trade The FED and the ECB have both recently turned more dovish,…
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Chart of the Month – European Financials: banking on the right stuff
March 2019
European Financials: banking on the right stuff The whole financial sector in Europe has quite often been qualified…
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Chart of the Month – How to assess the risk of an equity portfolio today?
February 2019
How to assess the risk of an equity portfolio today? Calculating the beta has traditionally been a good…
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Investment Review Q4 2018
January 2019
2018 was a brutal year for financial assets. A chart issued by Morgan Stanley shows all 17 major…
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