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Tag: Cina

Curva dei rendimenti: implicazioni per il credito

Curva dei rendimenti: implicazioni per il credito

Curva dei rendimenti: implicazioni per il credito In un contesto di incertezza economica globale, alimentato da conflitti geopolitici e dalle imminenti decisioni delle banche centrali, è essenziale comprendere i segnali del mercato obbligazionario per orientare le scelte d’investimento. Uno degli indicatori più rilevanti di potenziali recessioni è l’inclinazione della curva…
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Soft o hard landing? Come posizionare i portafogli

Soft o hard landing? Come posizionare i portafogli

Soft o hard landing? Come posizionare i portafogli La Federal Reserve ha avviato una riduzione dei tassi d’interesse in risposta all'attenuazione delle pressioni inflazionistiche, confidando nella possibilità di evitare una recessione. Tuttavia, l'equilibrio tra il contenimento dell'inflazione e il sostegno alla crescita economica, che si è mantenuta vigorosa nonostante i…
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Il nuovo programma economico cinese

Il nuovo programma economico cinese

Il nuovo programma economico cinese La Cina sta facendo i conti con una ripresa al di sotto delle aspettative. Per tre decenni, si è sviluppata più velocemente di qualsiasi altro Paese, all’incirca ad un tasso del 10% annuo, cifra che si è però ridotta della metà nel 2023. Si tratta…
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La Cina resta in difficoltà

La Cina resta in difficoltà

La Cina resta in difficoltà Il gigante asiatico è ancora indebolito da un mix di fattori - esogeni ed endogeni - che hanno minato le sue prospettive di crescita future. I risultati dell’indice cSebbene la realtà dei fatti vada al di là dei numeri, è fuori da ogni ragionevole dubbio…
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La deflazione cinese

La deflazione cinese

La deflazione cinese In Cina l’IPC di maggio, sotto le aspettative, si è attestato allo 0,2%, in leggera crescita rispetto allo 0,1% del mese di aprile. Anche l’indice dei prezzi di produzione è stato minore del previsto, al -4,6% (grafico sotto rappresentato). Questo stato di deflazione, ovvero di calo dei…
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La de-globalizzazione dell’industria automobilistica

La de-globalizzazione dell’industria automobilistica

La de-globalizzazione dell’industria automobilistica La globalizzazione è un network di processi economici, sociali, politici e culturali che attraversano i confini nazionali. Nel corso della storia, abbiamo assistito a un incremento del commercio internazionale, di governance sovranazionale e di condivisione di tecnologie. La globalizzazione ha permesso la creazione delle Global Value…
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SVB e Credit Suisse: cosa accade nel sistema bancario

SVB e Credit Suisse: cosa accade nel sistema bancario

SVB e Credit Suisse: cosa accade nel sistema bancario Questa settimana gli indici azionari hanno registrato un significativo aumento dei livelli di volatilità, con il VIX, rappresentativo della borsa americana, che ha quasi toccato 27 punti, un massimo da oltre tre mesi. Il focus delle perdite ha riguardato il settore…
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La riapertura cinese e l’inflazione

La riapertura cinese e l’inflazione

La riapertura cinese e l’inflazione Se nel 2022 il Pil cinese è cresciuto del 3%, segnando una delle performance più deboli degli ultimi 10 anni (a causa soprattutto degli effetti della politica zero Covid, del crollo del settore immobiliare e di una debole domanda estera), lo stesso non si potrà…
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Cina, una scommessa o terra di opportunità?

Cina, una scommessa o terra di opportunità?

Cina, una scommessa o terra di opportunità? La Cina, considerata una delle maggiori aree economiche mondiali, ha registrato una crescita del Pil molto più debole rispetto a quella prevista, la cui stima era del 5,5% a inizio anno. La sua riduzione è in larga parte dovuta ai timori per una…
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Obbligazioni e rendimenti, l’anno della svolta?

Obbligazioni e rendimenti, l’anno della svolta?

Obbligazioni e rendimenti, l’anno della svolta? I rendimenti obbligazionari hanno toccato i massimi livelli. Ciò rappresenta un’altra causa di rallentamento per il mercato azionario, il quale ha faticato a trovare spazio quest'anno in vista dell’alta inflazione e del possibile scenario recessivo ormai delineatosi. Quando i tassi di interesse erano ai…
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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).

The challenge is to have the right agenda to orient the business, its transformation and the appropriate use of data.

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.

It’s all about finding the right balance between making money, capital preservation and liquidity.

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.

Nothing great is created by following the herd. Whoever has heard of Alexander the Average?

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.

If you want peace, prepare for war. The same goes with risk management.

OUR FUND SERVICES Fund Engineering & Set Up

We coordinate your fund project from end to end and assist you through all the legal, administrative, regulatory and operational steps required to launch a Luxembourg investment fund.

We assist you with constitutive documents drafting (articles of incorporation and prospectus), the investment management, advisory and distribution agreements, the central administration, custodian bank and domiciliation service agreements, the risk management process, as well as the internal investment guidelines. We organise the operational setup and help you select all the providers and partners you need.

We advise you, file the constitutive documents of your fund and liaise with Luxembourg authorities (CSSF) until approval.

INTERESTED ABOUT OUR FUND ENGINEERING & SETUP SERVICES?

contact ns partners

INTERESTED ABOUT OUR FUND ENGINEERING & SETUP SERVICES?

contact ns partners
OUR FUND SERVICES Distribution support & Fund registration

The marketing of your fund is an essential factor of your success. Yet, distributing funds, both within and beyond Europe, can be a daunting task for investment managers, who struggle to meet their various reporting requirements.

Our seasoned and multi-lingual team masters the intricacies of European regulatory constraints and acts as a single point of contact with the various service providers.

Thanks to our total independence and close relationships with service providers, we offer impartial advice and help you obtain competitive prices. Naturally, our service is tailored to your specific distribution requirements.

We also assist you in devising and implementing your distribution strategy and introduce you to our network of distribution specialists in Europe.

INTERESTED ABOUT OUR Distribution support & Fund registration?

contact ns partners

INTERESTED ABOUT OUR Distribution support & Fund registration?

contact ns partners
OUR FUND SERVICES Independent Directorship

Under new UCITS V and AIFMD directives, the role of the Independent Director has become more important and is now considered a profession in its own right.

Indeed, your fund’s Board should ensure that high standards of corporate governance are applied at all times and have a good professional standing, appropriate experience, act fairly and independently in investors’ best interests and operate with due care and diligence in the performance of their duties. Additionally, the Board should ensure compliance with all applicable laws, regulations and with the fund’s constitutional documents.

Our panel of independent directors are all seasoned fund professionals with over 20 years’ experience in the asset management industry. They also cover a wide range of professional skills and backgrounds, including administration, regulatory, operations, legal, tax, portfolio management and risk management functions.

INTERESTED ABOUT OUR Independent directorship?

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INTERESTED ABOUT OUR Independent directorship?

contact ns partners
OUR FUND SERVICES Risk Management & Compliance

Risk management is in our DNA.

We provide you with an integrated risk and investment compliance management service. Being an integral part of our IT infrastructure, our risk systems guarantee an effective assessment and management of financial risks. They include a full range of risk indicators adapted to the risk profile, the asset class, as well as each fund’s investment strategy.

Based on the best market practices and compliant with ALFI and ESMA guidelines, our risk management services include:

  • Appraisal and monitoring of portfolio risk
  • Regulatory risk and investment compliance (including asset eligibility)
  • Periodic monitoring of asset evolution for UCITS and AIF vehicles
  • Independent NAV supervision
  • Production of customized risk management reports
  • Historical VaR, parametric VaR and Montecarlo simulation

INTERESTED ABOUT OUR Risk Management & Compliance?

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INTERESTED ABOUT OUR Risk Management & Compliance?

contact ns partners
OUR FUND SERVICES Investment Management

Thanks to our 55 years’ experience in managing conventional and alternative investment funds, we have acquired a unique expertise in asset management.

And because we focus on multi-manager funds, we have developed a strong and disciplined manager selection process that allows us to find and monitor the best Investment Managers if needed.

INTERESTED ABOUT OUR Investment Management?

contact ns partners

INTERESTED ABOUT OUR Investment Management?

contact ns partners
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