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
May 2022
During economic slowdown, increase defensive sectors The last few months have been very special. And recent economic and…
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April 2022
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April 2022
The new environment after the Russian invasion of Ukraine. How to reposition the portfolios. The Russian invasion of…
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April 2022
Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5…
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April 2022
March 2022 Market Comments: Solid as a Rock? Solid, soild as a rock ? Someone being told in…
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March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
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March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
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March 2022
Conversation with an energy L/S portfolio manager The Global Energy Sector is still very cheap vs history –…
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March 2022
February General Markets Comments War, what is it good for? Absolutely Nothing. It ain't nothing but a heart-breaker,…
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March 2022
The only thing certain is uncertainty Faced with the current unpredictability, hedge funds are regaining their protective role…
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March 2022
How to become friends with Mr Market MSCI WORLD PRICE – MSCI WORLD EPS – MSCI WORLD…
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