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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April 2020
“The coronavirus pandemic is a public health emergency. But it is also an economic emergency… This national effort…
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March 2020
In his interview for Citywire Switzerland, Angel Sanz explains which sectors and companies he is pivoting towards based…
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March 2020
Chart of the month Green? Supergreen! For the past three years, we generally haven’t gone a week without…
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February 2020
Cartoon of the Month “Audentes fortuna iuvat”, Virgil Currency risk, volatility risk, downside risk, credit risk, liquidity risk,…
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January 2020
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
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January 2020
‘It’s ludicrous that a government can borrow at a negative interest rate and doesn’t take advantage of that.’…
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January 2020
2019: Everything was positive! 2020: Be selective! One year ago, we stated the following conclusion when we summarized…
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November 2019
Luxury: resilience of the 3 musketeers Marketwise, a year never resembles the previous one. Nevertheless, one element persists:…
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October 2019
The dominant feature of financial markets remains the low yields offered by bond markets, and in particular the…
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August 2019
Chart of the month “Who you trying to get crazy with this thing? Don't you know I'm loco?”(*)…
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August 2019
FED vs Growth for Emerging Markets We are generally not fan of discussing EM as a single group…
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July 2019
The performance and current level of the world bond markets are extraordinary. The French example illustrates the bizarreness…
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