NS Partners
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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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Showing 482 publications
February 2023
Luxury: diversity and all-terrain performance Why not invest in luxury? The sector has proved its resilience and adaptability.…
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February 2023
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February 2023
Investing in picks and shovels The 1848-1855 California Gold Rush attracted thousands of fortune seekers. While some found…
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February 2023
Burgernomics – A bitter taste of inflation The Big Mac Index was invented by The Economist back in…
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February 2023
January General Market Comments “C’est comme ça” – Les Rita Mitsouko, 1986. "C’est comme ça" could be translated…
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January 2023
"From TINA to TALA" Long deprived of a real alternative to equities, investors now find they are spoiled…
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January 2023
Quarterly Investment Review - Q4 2022 In 2022 inflation returned with a force not seen for forty years.…
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January 2023
Informe de inversión trimestral - 4T 2022 En 2022, la inflación volvió con una fuerza que no se…
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Notes on Investment Policy Conference 10 January 2023. Presentation by Louis Gave of Gavekal 2022 was an unusual…
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January 2023
The return of higher yields marks the end of an era The film “The return of the Jedi…
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December General Markets Comments "Heroes" - David Bowie, 1977. 2022 could have been year for heroes in financial markets.…
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