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
December 2020
Tesla, the best battery company in the world? It’s been almost 12 years since Tesla sold its first…
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November 2020
Chart of the month «If you ask me anything I don't know, I’m not going to answer» Yogi…
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October 2020
High market dispersion creates alpha opportunities! Due to the Covid-19 pandemic outbreak, 2020 is un-comparable to any…
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October 2020
“The Fed is following the markets, not the other way round.” Christopher Wood “At 10 times revenues,…
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September 2020
Chart of the month: Bike-to-school September most often means back-to-school time. This year it takes place in a…
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July 2020
Resilience How did Notz Stucki manage the Covid-19 situation? Some answers from our CIO, Angel Sanz. …
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July 2020
“Policymakers have conjured tons and tons of money out of thin air. As a result, we are now…
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July 2020
Chart of the month: Nifty - But not fifty In this strange and hectic year for markets, giving…
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June 2020
Survival of the Fittest: a Darwinian Approach to Hedge Funds If there ever was to be a defining…
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May 2020
Active Management is back! During March, the Covid-19 pandemic has forced authorities of a vast majority of countries…
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April 2020
NS Macro outlook & Investment Opportunities, 28 April 2020 Due to the COVID-19 pandemic, world economies face the…
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April 2020
Credit Dislocation The COVID-19 crisis has translated into one of the biggest financial markets shock in history. The…
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