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
March 2026
NS Partners Wins WealthBriefing Swiss EAM Award 2026 for Fund Selection and Asset Allocation NS Partners has been…
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March 2026
THE CASE FOR CAT BONDS AS A FIXED INCOME DIVERSIFIER https://www.youtube.com/watch?v=0s0EaJ3g-b0 What are cat bonds? Cat bonds (short…
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March 2026
Market Comments – Are You Ready? Style Rotation, Rising Oil Prices and Geopolitical Risk Shake Global Markets “Are…
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February 2026
CHINA NARROWS THE AI CAPABILITY GAP This month’s chart illustrates one of the most significant developments…
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February 2026
January 2026 Market Comments “High Energy” – Evelyn Thomas, 1984. Volatility was the lead singer this month,…
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January 2026
Quarterly Investment Review - Q4 2025 We’re seeing substantial asset inflation away from the dollar as people are…
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January 2026
December 2025 Market Comments “Do it again” – Steely Dan, 1972. Investors would surely love financial markets…
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January 2026
Soooo long equities… and, So long, Mr. Buffett. https://www.youtube.com/watch?v=tSBf4jq5NyE As shown on the chart of the month,…
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December 2025
Big Tech Puts the Old Economy to Work: far from a sterile world, data centers smell of dust…
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December 2025
Beyond the wall: transforming China's inefficiencies into alpha opportunities through equity long short investing China…
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December 2025
NOVEMber 2025 Market Comments “Turn every stone”, Lalo Schifrin, 1969 It’s indeed necessary so far in 2025 to…
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November 2025
The depletion of deposits and the explosion in demand make the energy transition equation almost impossible to solve.…
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