Insights

Markets are not pricing a bubble but an earnings revolution driven by strong corporate profit growth and AI-related investment.

Markets Are Not Pricing a Bubble. They Are Pricing an Earnings Revolution.

by NS Partners Sep 4 2026
Investment
Performance of luxury experience companies versus the S&P Global Luxury Index highlighting the growth of experiential luxury.

Rise of Luxury Experiences: Why Travelers Are Choosing Memories Over Material Goods

by Maria Hernandez Sep 3 2026
Investment
Maximilien Mestelan discusses value investing, market concentration and the challenges of identifying undervalued companies in today's equity markets.

Is Value Making a Comeback, or Is It Becoming Harder to Find?

by Maximilien MESTELAN Sep 2 2026
Investment
Global equity markets continued to rise in August 2026 despite increasing government bond yields and valuation concerns.

August 2026 Market Outlook: What a Fool Believes

by Pierre Mouton Sep 1 2026
Investment
July 2026 market outlook highlighting the correction in semiconductor stocks and the rotation from growth to value across global equity markets.

July 2026 market outlook: The Message

by Pierre Mouton Aug 1 2026
Investment
Angel Sanz, CIO of NS Partners, discussing portfolio diversification, valuations and investment opportunities beyond the AI trade.

Mid-Year Market Outlook: Looking Beyond the AI Trade

by Angel Sanz Jul 14 2026
Investment
Q2 2026 market outlook highlighting global equity markets, AI investment boom, inflation risks and geopolitical tensions in the Hormuz Strait

Q2 2026 Market Outlook - Quarterly Investment Review

by James Macpherson Jul 9 2026
Investment
Artificial Intelligence and long-term equity market returns illustrated through the S&P 500 historical trend

Artificial Intelligence is changing the world. But will it change long-term equity market returns?

by Angel Sanz Jul 2 2026
Investment
uly 2026 Market Outlook: Space Oddity – SpaceX IPO, Fed reforms and global market rotation

June 2026 market outlook: Space Oddity

by Pierre Mouton Jul 1 2026
Investment
Pierre Mouton, Senior Portfolio Manager chez NS Partners, partage sa vision de l'investissement long terme et de la gestion de fortune indépendante.

Pierre Mouton dans Informations Entreprise et Dixit : la discipline et l'alignement des intérêts au cœur de l'investissement long terme

by NS Partners Jun 9 2026
Investment
Promotional banner for an NS Partners live webinar titled "Global Equities – Webinar (English)" scheduled for 2 June 2026. The visual features an aerial view of a modern city center with skyscrapers. Speaker headshots of Pierre Mouton and Alexis Peytre appear in the foreground. The banner includes a "Live Webinar" label and notes that the event is reserved for professional and qualified investors.

NS Webinar | Global Equities: How to capture opportunities with conviction, beyond style biases?

by NS Partners Jun 2 2026
Investment
Traditional Fund of Funds performance comparison showing an equity long/short strategy versus the average equity long/short fund of funds and the Barclays Multi-PM Equity Index over the last four years.

Chart of the Month: Does the Traditional Fund of Funds Model Still Have a Future?

by Caron Bastianpillai Jun 2 2026
Investment
May 2026 market outlook driven by AI infrastructure spending and semiconductor stock performance

May 2026 market outlook: Crazy

by Pierre Mouton Jun 1 2026
Investment
NS-Webinar-DGC-Stock-Selection-Fund-cover

Protected: NS Webinaire DGC Stock Selection Fund

by NS Partners May 6 2026
Investment
NS Impact renouvelle son soutien à la Fondation Léman Hope en 2026

NS Impact 2026: soutien a la fondation Leman Hope

by NS Partners May 5 2026
Investment