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 2021
CHART OF THE MONTH - In Pursuit Of Looking Sharpe Many readers will remember the golden decade of…
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May 2021
What are our strengths in the alternative investment market? Some answers from our Head of Alternative Investments, Cédric…
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May 2021
Jump on the bandwagon of digitalisation The health crisis has led to the acceleration of an already fast-growing…
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April 2021
“And bonds are not the place to be these days. Can you believe that the income recently available…
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April 2021
Interest Rate vs Equity "Fear": Two different worlds SRVIX vs VIX "gap" is once again getting very extreme.…
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March 2021
The mystery of stock prices falling despite earnings increasing “Millions saw the apple fall, but Newton asked why.”…
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February 2021
The case for good active management in China! One of the big winners of the COVID-19 pandemic appears…
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January 2021
Alternative funds 2020 was a particularly good year for our alternative investment funds. All strategies - Long/Short Equity,…
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January 2021
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
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January 2021
“Capitalism without bankruptcy is like Catholicism without hell. Markets work best when participants have a healthy fear of…
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January 2021
Equities: focus on sectors & themes In the early days of Notz Stucki, the country was an important…
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