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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Investment
Chart of the month – Stock dispersion or the essence of long short equity investing
November 2024
Stock dispersion or the essence of long short equity investing Stock dispersion creates an ideal environment for long-short…
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Investment
October general market comments
November 2024
“Atomic” – Blondie, 1979 No less than 3 of the largest companies in the world (all part of…
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Investment
Chart of the Month – Credit investors: beware of the re-steepening
October 2024
Credit investors: beware of the re-steepening The slope of the US yield curve, which can be…
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Investment
Curva dei rendimenti: implicazioni per il credito
October 2024
Curva dei rendimenti: implicazioni per il credito In un contesto di incertezza economica globale, alimentato da conflitti geopolitici…
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Investment
Il settore automotive gira a folle
October 2024
Il settore automotive gira a folle Nell’ultimo periodo, i titoli azionari legati al settore automobilistico hanno mostrato una…
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Investment
Quarterly Investment Review – Q3 2024
October 2024
Quarterly Investment Review - Q3 2024 Markets rose during the third quarter as most Central Banks started to…
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Investment
September General Market Comments
October 2024
September General Market Comments “Supernature” – Cerrone, 1977 The S&P 500 broke to new highs in September and…
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Investment
È arrivato il momento di allungare la duration?
September 2024
È arrivato il momento di allungare la duration? In un contesto economico caratterizzato da alta volatilità e performance…
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Investment
What duration for a bond portfolio?
September 2024
What duration for a bond portfolio? A few thoughts as the FED prepares to launch its rate-cutting cycle.…
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Investment
Europa: servono più investimenti e unione
September 2024
Europa: servono più investimenti e unione Negli ultimi anni, l'Europa si è trovata ad affrontare le sfide economiche…
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Investment
Chart of the Month – Time to reassess market risks
September 2024
Time to reassess market risks The surge in stock market volatility in August serves as a reminder…
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Investment
August General Market Comments
September 2024
August General Market Comments “Good Times” – Chic, 1979 With all major equity indices comfortably up so far…
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