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
July 2022
The domino effect Surging inflation is triggering chain reactions. Only one thing is sure: this will be a…
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July 2022
Informe de inversión trimestral - 2T 2022 Al inicio de 2022 se generó optimismo al levantarse los confinamientos…
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July 2022
Quarterly Investment Review - Q2 2022 At the start of 2022 optimism was building as the lockdowns imposed…
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July 2022
June General Market Comments « I want to know » - Adriano Celentano I want to know… we all want…
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June 2022
À vendre : marché désorienté, désabusé, mais pas défait Les incursions en territoire inconnu et la fin d’une…
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June 2022
For sale: a disorientated, disillusioned but undefeated market Forays into hitherto unknown territory and the end of a…
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June 2022
Chart of the month - Nowhere to run, nowhere to hide Those of you that have aged well…
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June 2022
May General Market Comments "Take the money and run"– The Steve Miller Band, 1976. Are market participants in…
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May 2022
Flamboyant management is back The new decade marks the big comeback of the global macro managers who put…
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May 2022
April General Market Comments "Been dazed and confused, for so long, it’s not true" – a tribute to…
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