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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October 2024
September General Market Comments “Supernature” – Cerrone, 1977 The S&P 500 broke to new highs in September and…
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September 2024
What duration for a bond portfolio? A few thoughts as the FED prepares to launch its rate-cutting cycle.…
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September 2024
Europa: servono più investimenti e unione Negli ultimi anni, l'Europa si è trovata ad affrontare le sfide economiche…
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September 2024
Time to reassess market risks The surge in stock market volatility in August serves as a reminder…
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September 2024
August General Market Comments “Good Times” – Chic, 1979 With all major equity indices comfortably up so far…
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August 2024
A shock of volatility to raise the right questions While the consequences of the mini-crash at the beginning…
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August 2024
July General Market Comments “May be a price to pay” – The Alan Parsons Project Volatility is most…
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July 2024
The power of luxury: growth and resilience Despite the current economic downturn, the luxury sector is resilient and…
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July 2024
Gli indici passivi chiedono diversificazione! L'eccessiva polarizzazione di performance nei principali indici passivi sta emergendo come una preoccupazione…
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July 2024
There is life outside the SP500 The S&P 500 has dominated performance charts for the last decade, with…
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July 2024
June General Market Comments “In the Summertime” – Mungo Jerry, 1970 Yes, it’s now summertime; a season supposed…
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July 2024
Quarterly Investment Review - Q2 2024 “Americans prefer strong and wrong to weak and right.” Warren Buffett The…
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