Investment

Quarterly Investment Review – Q3 2021

by James Macpherson

Quarterly Investment Review – Q3 2021

“Interest rates are to the value of assets what gravity is to matter.”

Warren Buffett, 1 May 2021

Markets moved sideways during the last quarter, against a poor background of international news. The chaotic exit of Allied troops from Afghanistan, the continued crackdown on some sectors of their economy by the Chinese Communist Party and a brewing energy crisis, all made for a poor backdrop. The stubborn persistence of Covid due to the Delta variant also delayed the reopening of economies. Covid’s impact is underlined by the fact that more Americans have died from it than were killed in action in World War II, Korean and Vietnam wars combined. In contrast markets have been bolstered by strong corporate earnings, and government and central bank policy has continued to be extremely supportive.

As we head into the fourth quarter market performance is likely to be determined by the pace of the recovery from the Covid pandemic and progress with vaccine development and its rollout, and by the extent to which inflation remains under control. If inflation does rise then the pressure to raise interest rates will increase and as the Buffett quote at the top of the page indicates that would exert downward pressure on many asset prices. So will the inflation tiger pounce?

Much of the current debate on inflation focuses on the extent to which it is transitory or something more permanent. Clearly some of it is transitory and the result of the supply chain disruption caused by the various lockdowns. These bottleneck issues will resolve. However some inflation looks more structural.

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Past performance is not indicative of future results. The views, strategies and financial instruments described in this document may not be suitable for all investors. Opinions expressed are current opinions as of date(s) appearing in this material only.
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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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