NS Partners
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
Category
Showing 389 publications
July 2025
We’re running roughly a 7% fiscal gap and probably a 3% gap is what’s sustainable. The further you…
Read More
July 2025
Mahjong China Fund: Navigating China’s New Landscape Business Lunch - Grand Café Al Porto, Lugano - 2…
Read More
July 2025
“Positively Inclined” - Wax Tailor, 2007. June 2025 has delivered a market performance worthy of Wax Tailor’s "Positively…
Read More
July 2025
European equity long short funds have suffered from Europe’s lack of appeal. But now might be the time…
Read More
June 2025
During the recent SPHERE PODIUM GENEVA event on May 13, 2025, Pierre Mouton shared a thought-provoking perspective on…
Read More
June 2025
Hedge funds are betting on AI, tech and local consumption to tap into China’s renewed growth. A renewed…
Read More
June 2025
“If you don’t give a doggone about it” - James Brown, 1977. As is often the case, the…
Read More
June 2025
Password required.
Read More
June 2025
US economic consensus 2025 less good than expected Donald Trump’s November 2024 election victory sparked optimism…
Read More
May 2025
A unique blend of stability, specialization, and long-term performance defines Switzerland’s investment landscape. Switzerland’s equity market stands as…
Read More
May 2025
Time to perform differently: Global macro Markets are shifting, and fast. Since late 2024, volatility’s up and…
Read More
May 2025
Global Equities: Fundamental Shift or Temporary Setback? Since January, equity markets have shown signs of weakness and, more…
Read More