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
Showing 444 publications
Investment
February general market comments
March 2025
“Duel” – Propaganda, 1985 In politics and geopolitics, it often feels like duels prevail: East/West, North/South, Left/Right, Democracy/Dictatorship,…
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Investment
Chart of the month: Asia, the alpha opportunity
March 2025
Asia: the alpha opportunity Source: Morgan Stanley Fund Services, MSCI Since the onset of COVID-19, dispersion…
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Investment
Chart of the month: From safe haven to power play: the Swiss market unleashed
February 2025
From safe haven to power play: the Swiss market unleashed Switzerland is globally renowned for its breathtaking…
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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…
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NS Impact
NS Impact – Notre engagement 2025
January 2025
Un engagement concret pour la collectivité Nous sommes convaincues que les énergies individuelles ont bien plus d’impact lorsqu’elles…
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Investment
December general market comments
January 2025
Dance across the floor – Jimmy “Bo” Horne, 1978 When Jimmy “Bo” Horne wrote this song in 1978,…
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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…
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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…
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Investment
November general market comments
December 2024
market comments “Loser” – Beck, 1993 In November 2024, the loser was Mrs Harris and the winner Mr…
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Corporate
Our history
November 2024
2021 - A new start In 2021, with a new generation on board and in order to reflect…
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