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 2019
Is the lifecycle of the hedge fund industry over? Numerous academic studies have shown that small funds outperform…
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June 2019
Chart of the month Something wrong? Eat chocolate. The month of May has come with its various news,…
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May 2019
Chart of the month Sell in May and go away? or Hedge a quarter and sleep better? It…
Read MoreApril 2019
Notz Stucki Investment Meeting - Pierre Gave: Is the worst of the global slowdown behind us?
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April 2019
Where are the gilets jaunes of the bond market? As the various Central Banks peddle back on their…
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April 2019
Emerging Markets FX Feels Woes From Trade The FED and the ECB have both recently turned more dovish,…
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March 2019
European Financials: banking on the right stuff The whole financial sector in Europe has quite often been qualified…
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February 2019
How to assess the risk of an equity portfolio today? Calculating the beta has traditionally been a good…
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January 2019
2018 was a brutal year for financial assets. A chart issued by Morgan Stanley shows all 17 major…
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January 2019
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
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January 2019
2018: No place to hide to make money. 2019: Typically, reversion. During 2018, all major asset classes delivered…
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December 2018
Money for Nothing - and Your Debt (almost) for Free Most of our readers will be old enough…
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