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
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
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
Q1 2026 market outlook showing impact of oil price shock and geopolitical tensions on global financial markets

Q1 2026 Market Outlook - Quarterly Investment Review

by James Macpherson Apr 2 2026
Investment
Q1 2026 market outlook showing impact of oil price shock and geopolitical tensions on global financial markets

Quarterly Investment Review - Q4 2025

by James Macpherson Jan 8 2026
Investment
Investment trends for Q3 2024

Quarterly Investment Review - Q3 2025

by James Macpherson Oct 7 2025
Investment
Stock market trend analysis for 2025

Quarterly Investment Review - Q2 2025

by James Macpherson Jul 8 2025
Investment