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
October 2017
Time to invest in European banks equities Banks have been underperforming dramatically since the burst of the bubbles…
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September 2017
Pierre Mouton, head of long-only strategies at Notz Stucki answers Jessica Beard questions about the Japanese yen. You…
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September 2017
The rise of passives How the role of ETFs has evolved in an increasingly efficient market Not a…
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August 2017
Heart shaped hedges, Japanese gardens (« Johnson’s aeroplane” – INXS, 1984) When it comes to buying Japanese equities…
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July 2017
Swiss Equity Market Low volatility does not mean low risk! In an environment characterized but high political and…
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July 2017
Notz Stucki has just released its investment outlook for the third quarter of 2017. “The reduction of interest rates…
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June 2017
So far this year the optimists have been proven right, as stock markets have advanced steadily. This is…
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June 2017
Angel Sanz is answering City Wire's question about funds's selection: "Picking an out-of-favour manager may prompt investors to…
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June 2017
Swiss Made The Swiss equity market is a strange animal which exhibits pretty unique characteristics: in a small…
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May 2017
In Re-Search of Alpha Alexander Ineichen of UBS Warburg was well known in the hedge fund world…
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April 2017
Over the past year world economic growth has been stronger than expected, for several reasons. First China’s growth…
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April 2017
Notz Stucki has just released its investment outlook for the second quarter of 2017. The first quarter was considerably…
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