NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
Latest Selected Insight
Investment October 2026 Market Outlook | “Turn! Turn! Turn!”November 2026
October 2026 Market Outlook Each month, Pierre Mouton shares his perspective on global financial markets through the lens of a song that captures the prevailing market mood.…
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LATEST INSIGHTS
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Investment
Quarterly Investment Review – Q3 2023
October 2023
Quarterly Investment Review - Q3 2023 “The market is still dominated by investors that either will not (index…
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Investment
Chart of the Month – Emerging markets’ affinity for luxury: a growing trend
October 2023
Chart of the Month - Emerging markets' affinity for luxury: a growing trend Are you currently considering investment…
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Investment
September General Market Comments
October 2023
September General Market Comments “Why did you do it” – Stretch, 1975. Most markets participants must have had…
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Investment
Investitori nervosi, il rally dei mercati frena
September 2023
Investitori nervosi, il rally dei mercati frena Le performance negative degli ultimi due mesi lasciano credere che ci…
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Investment
I prezzi dell’uranio tornano a crescere
September 2023
I prezzi dell’uranio tornano a crescere Negli ultimi mesi, l’uranio è tornato sotto la lente degli operatori a…
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Investment
Hedge Fund: efficienza dei mercati o rischio globale?
September 2023
Hedge Fund: efficienza dei mercati o rischio globale? Il settore degli hedge fund è tornato a raggiungere dimensioni…
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Investment
SMI companies stand out for their ESG commitment
September 2023
SMI companies stand out for their ESG commitment The SMI has been awarded the highest rating of AAA…
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Investment
Vinfast, l’anti-Tesla?
September 2023
Vinfast, l’anti-Tesla? A metà del mese di agosto il produttore vietnamita di veicoli elettrici, Vinfast, si è quotato…
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Investment
Chart of the Month – Building the perfect mousetrap for capturing alpha
September 2023
Chart of the Summer - Building the perfect mousetrap for capturing alpha Hedge fund performance overall has…
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Investment
August General Market Comments
August 2023
August General Market Comments “Hard to Handle”, Otis Redding, 1968, The Black Crowes, 1990. Markets are good overall…
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Investment
Crisi Evergrande: rischio sistemico?
August 2023
Crisi Evergrande: rischio sistemico? La notizia che Evergrande, uno dei maggiori costruttori immobiliari cinesi, ha fatto richiesta negli…
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