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.…
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Showing 482 publications
June 2022
For sale: a disorientated, disillusioned but undefeated market Forays into hitherto unknown territory and the end of a…
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June 2022
Chart of the month - Nowhere to run, nowhere to hide Those of you that have aged well…
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June 2022
May General Market Comments "Take the money and run"– The Steve Miller Band, 1976. Are market participants in…
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May 2022
Flamboyant management is back The new decade marks the big comeback of the global macro managers who put…
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May 2022
April General Market Comments "Been dazed and confused, for so long, it’s not true" – a tribute to…
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May 2022
During economic slowdown, increase defensive sectors The last few months have been very special. And recent economic and…
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April 2022
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April 2022
The new environment after the Russian invasion of Ukraine. How to reposition the portfolios. The Russian invasion of…
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April 2022
Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5…
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April 2022
March 2022 Market Comments: Solid as a Rock? Solid, soild as a rock ? Someone being told in…
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