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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Showing 482 publications
April 2025
AI Is Transforming Systematic Quant Investing Its impact is profound across all fronts: markets, operations, talent requirements and…
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April 2025
Chart of the Month: Inflation and the Yield Curve This Chart of the Month examines whether inflation is…
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April 2025
The EU was formed in order to screw the United States President Donald Trump 26 February 2025 Quarterly…
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April 2025
“Say No Go” – De La Soul, 1989. March 2025 was a wild ride for financial markets, a…
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March 2025
NS Partners Recognized in Citywire's Top 50 Swiss Independent Asset Managers 2025 We are proud to announce that…
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March 2025
Yield curves: Bund or Treasuries? The gap between the main yield curves on either side of the Atlantic…
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March 2025
NS Partners Reaches EUR 2 Billion in Long-Only UCITS & AMC Assets NS Partners is proud to announce…
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March 2025
“Duel” – Propaganda, 1985 In politics and geopolitics, it often feels like duels prevail: East/West, North/South, Left/Right, Democracy/Dictatorship,…
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March 2025
Asia: the alpha opportunity Source: Morgan Stanley Fund Services, MSCI Since the onset of COVID-19, dispersion…
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February 2025
From safe haven to power play: the Swiss market unleashed Switzerland is globally renowned for its breathtaking…
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