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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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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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
NS Partners is pleased to announce a major evolution in its governance and organisational structure, marking a significant…
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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
We are delighted to welcome Alvaro López-Aranda Robles as our new Country Head for Spain. With more than…
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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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November 2025
Gold, Gold, Gold. Switzerland the quiet giant. The gold rush is back. Gold has climbed to…
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November 2025
October 2025 Market Comments “Hits from the Bong”, Cypress Hill, 1993 Scratch that; let's light up Cypress Hill's…
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October 2025
Credit crisis? Three years after interest rates started rising, credit accidents are multiplying. How should one position themselves…
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October 2025
Quarterly Investment Review - Q3 2025 “In times of rapid change experience can be your worst enemy.” John…
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October 2025
“My Name Is”, Eminem, 1999 You probably didn’t know much about me 10 years ago, when the incredible…
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October 2025
From Pod-Shop to Quant-Shop - The new El Dorado? Source: NS Partners, Bloomberg Most of our readers will…
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