NS Partners
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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Showing 389 publications
August 2023
Energy Transition What can you do during this particularly hot summer? Even if growth slows down, the theme…
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August 2023
July General Market Comments «The Magnificent Seven» - The Clash, 1980 “Gimme Honda, gimme Sony, so cheap and,…
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July 2023
Il rally del tech Il big tech è stato tra i maggiori perdenti del 2022. Partendo da valutazioni…
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July 2023
Chart of the Summer - A USD3 trillion investment opportunity for the energy transition This economic shift…
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July 2023
Informe de inversión trimestral - 2T 2023 2023 ha resultado ser un entorno incómodo para los inversores. A…
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July 2023
Quarterly Investment Review - Q2 2023 2023 has proved an awkward environment for investors. At the start of…
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July 2023
Winning hedge fund strategies for 2023 At a time when market calm seems precarious, which alternative strategies should…
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July 2023
June General Market Comments « Driver's Seat » - Sniff 'n' the Tears, 1978 AI, Big Tech and…
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June 2023
Inflazione, tensioni geopolitiche e scenari futuri La Banca Centrale Europea ha alzato i tassi d’interesse di 25 punti…
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June 2023
SP 10 or SP 500? This year, 10 tech stocks accounted for 100% of the SP500's performance. Should…
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June 2023
Chart of the Month - To be or not to be in a bull market Source: NS Partners,…
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