Insights

NS Partners Zurich office at the historic Weisses Schloss on General-Guisan-Quai

A New Address in Zurich, Reflecting Our Long-Term Vision

by NS Partners Sep 8 2026
Corporate
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
Swiss athlete Anina Hirzel supported by NS Partners ahead of international competitions

NS Partners Announces Partnership with Swiss Athlete Anina Hirzel

by NS Partners Jul 31 2026
Corporate
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
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
Collaborateurs de NS Partners participant à Swim4LémanHope 2026 pour soutenir la fondation Léman Hope et les enfants en rémission d'un cancer

NS Impact : Les collaborateurs de NS Partners se mobilisent pour Léman Hope

by NS Partners Jun 16 2026
NS Impact
Grégoire Notz and Giorgio Rocca following the leadership evolution of NS Partners' Italian Branch.

NS Partners strengthens its presence in Italy

by NS Partners Jun 10 2026
Corporate
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
April 2026 market outlook driven by AI investment momentum and strong technology sector performance

April 2026 market outlook: Ain't no stoppin' us now

by Pierre Mouton May 1 2026
Investment
Cross-asset market volatility surge in March 2026 across equities bonds currencies commodities and gold

Market Volatility Surge: How to Avoid a Perfect Storm in March 2026

by Cedric Dingens Apr 7 2026
Investment