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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January 2023
Quarterly Investment Review - Q4 2022 In 2022 inflation returned with a force not seen for forty years.…
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January 2023
Informe de inversión trimestral - 4T 2022 En 2022, la inflación volvió con una fuerza que no se…
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Notes on Investment Policy Conference 10 January 2023. Presentation by Louis Gave of Gavekal 2022 was an unusual…
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January 2023
The return of higher yields marks the end of an era The film “The return of the Jedi…
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December General Markets Comments "Heroes" - David Bowie, 1977. 2022 could have been year for heroes in financial markets.…
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December 2022
Is thematic investing over? After valuations have adjusted in 2022, the trend will continue. During the previous 5…
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December 2022
Commentaires de marché - Novembre "Don’t Stop" - Fleetwood Mac, 1977. Un hommage à la regrettée Christine McVie…
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December 2022
Global macro hedge fund managers are back in the game The end of the free money era &…
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December 2022
November General Markets Comments "Don’t Stop" - Fleetwood Mac, 1977. A tribute to the late Christine McVie (1943-2022).…
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November 2022
Hedge fund managers know how to profit from crises Energy may be the topic on everyone’s mind, but…
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November 2022
Stay away from greenwashing! European Sustainable Fund Flows Compared with Conventional Fund Flows ($ Billion) Greenwashing is…
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