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
June 2023
May General Market Comments “Steamy Windows”, 1989 – A tribute to the legendary and immortal Tina Turner. Trying…
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May 2023
Digitalizzazione ed energia pulita Nonostante brevi periodi di bear markets, il settore finanziario è in un bull market…
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May 2023
Chart of the Month - Cloudier…… with cleaner skies Source: NS Partners, Bloomberg A healthy bull market…
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May 2023
April General Market Comments “Jump around” – House of Pain, 1992. Should we “Jump Around” as the classic…
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April 2023
I conti delle big tech USA Questa settimana sono stati pubblicati i conti trimestrali delle grandi aziende statunitensi…
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April 2023
Does artificial intelligence destroy jobs? Let's not be afraid: Schumpeter's "creative destruction" is a source of growth Artificial…
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April 2023
Informe de inversión trimestral - 1T 2023 "Es como ver a un burro loco dando vueltas en un…
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April 2023
Energy transition from the hedge funds point of view Source: NS Partners As part of our quest for…
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April 2023
Quarterly Investment Review - Q1 2023 Like watching a mad donkey thrashing around in a field, bouncing off…
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April 2023
March General Market Comments “Prisencolinensinainciusol” – Adriano Celentano, 1972. In his 1972 legendary « Prisencolinensinainciusol » hit, the mighty Adriano…
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March 2023
Il gaming continua a crescere L’industria del gaming ha raggiunto un fatturato annuale di 200 miliardi di dollari.…
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