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 2026
Artificial intelligence Is Changing the World. But Will It Change Long-Term Equity Market Returns? https://youtu.be/uBZ6OjJR0wo Artificial Intelligence…
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July 2026
June 2026 Market Outlook: Space Oddity “Space Oddity” – David Bowie, 1969 The financial universe experienced a stunning,…
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June 2026
How can investors navigate increasingly unpredictable market rotations? by NS Partners 2 June 2026 Markets continue to…
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June 2026
does the traditional fund of funDs model still have a future? As a firm, NS Partners has…
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June 2026
May 2026 Market Outlook: Crazy! “Crazy” – Gnarls Barkley, 2006 "I remember when, I remember when I lost…
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May 2026
PERMIAN PURE-PLAYS: WHY INDEPENDENT E&PS ARE EMERGING AS STRATEGIC EQUITY ASSETS https://youtu.be/ifAGCnvVAr8?si=O0BsInSo2_0o3weX Recent instability in the Middle…
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May 2026
April 2026 Market Outlook - AI Momentum Keeps Markets Rising “Ain’t no stoppin’ us now” – McFadden &…
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April 2026
Market Volatility Surge: How to Avoid a Perfect Storm in March 2026 https://youtu.be/nfzG-8tlyoc?si=cSKcHJToAP-9yiAd March 2026: A Violent…
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April 2026
Q1 2026 Market Outlook – Quarterly Investment Review The guerrilla wins if he does not lose. The conventional…
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April 2026
March 2026 Market outlook – Geopolitics, Oil and Stagflation Fears “How Long” – Ace, 1974 and Lipps Inc,…
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March 2026
NS Partners Recognized Among Top Swiss Independent Asset Managers in Citywire 2026 Ranking NS Partners is pleased…
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March 2026
Behind the Headlines: Decoding 2026's Macro Regime Shifts NS Partners Conference – Insights & Replay https://www.youtube.com/watch?v=VLplE9LLY5E We…
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