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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February 2025
“Ballroom Blitz” – The Sweet, 1974 China’s announcement of its LLM tool DeepSeek has been felt like a…
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January 2025
Dance across the floor – Jimmy “Bo” Horne, 1978 When Jimmy “Bo” Horne wrote this song in 1978,…
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January 2025
We don’t have inflation because the people are living too well. We have inflation because the government is…
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December 2024
Data centers are at the heart of the AI revolution — but who are the real winners? Are…
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December 2024
market comments “Loser” – Beck, 1993 In November 2024, the loser was Mrs Harris and the winner Mr…
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November 2024
2021 - A new start In 2021, with a new generation on board and in order to reflect…
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November 2024
Stock dispersion or the essence of long short equity investing Stock dispersion creates an ideal environment for long-short…
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November 2024
“Atomic” – Blondie, 1979 No less than 3 of the largest companies in the world (all part of…
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October 2024
Credit investors: beware of the re-steepening The slope of the US yield curve, which can be…
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October 2024
Curva dei rendimenti: implicazioni per il credito In un contesto di incertezza economica globale, alimentato da conflitti geopolitici…
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October 2024
Il settore automotive gira a folle Nell’ultimo periodo, i titoli azionari legati al settore automobilistico hanno mostrato una…
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October 2024
Quarterly Investment Review - Q3 2024 Markets rose during the third quarter as most Central Banks started to…
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