NS Partners
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.…
Read MoreLatest Publications — Most recent first
Showing 482 publications
January 2020
Notz Stucki Investment Meeting - Charles Gave: the question the meeting considered was how do you manage money…
Read More
January 2020
‘It’s ludicrous that a government can borrow at a negative interest rate and doesn’t take advantage of that.’…
Read More
January 2020
2019: Everything was positive! 2020: Be selective! One year ago, we stated the following conclusion when we summarized…
Read More
November 2019
Lynx racks up the Banco award for second consecutive year in a row. We are proud to announce…
Read More
November 2019
Fusion – the Swiss FinTech business accelerator – exists to shape innovation in financial services by combining up-and-coming…
Read More
November 2019
Luxury: resilience of the 3 musketeers Marketwise, a year never resembles the previous one. Nevertheless, one element persists:…
Read More
October 2019
The dominant feature of financial markets remains the low yields offered by bond markets, and in particular the…
Read More
August 2019
Chart of the month “Who you trying to get crazy with this thing? Don't you know I'm loco?”(*)…
Read More
August 2019
FED vs Growth for Emerging Markets We are generally not fan of discussing EM as a single group…
Read More
July 2019
The performance and current level of the world bond markets are extraordinary. The French example illustrates the bizarreness…
Read More
July 2019
Is the lifecycle of the hedge fund industry over? Numerous academic studies have shown that small funds outperform…
Read More
June 2019
55 years after its foundation, NOTZ STUCKI has bolstered its governance with an expanded and rejuvenated Executive Committee.…
Read More