Responding to conflict in the Middle East
mars 16, 2026 | NS Partners
The Iran conflict highlights how navigating macro shocks is the key to investment success in emerging markets investing. In times of high uncertainty and volatility, it pays to be both disciplined and nimble, recalibrating beliefs and tweaking exposure as the data changes.
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Cyclical vulnerability
mars 13, 2026 | NS Partners
Energy supply disruption is occurring with key economic cycles in time windows for weakness.
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Sleep on this: From better rest to better returns
mars 12, 2026 | Gestion d’actifs Global Alpha Ltée
As spending shifts toward wellness, travel and lifestyle balance, the growing sleep economy is emerging as a compelling long‑term investment theme.
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Misplaced ISM optimism
mars 11, 2026 | NS Partners
A rise in the US ISM manufacturing new orders index was expected to be short-lived even before the outbreak of Gulf War III.
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Why has US bank loan growth surged?
mars 4, 2026 | NS Partners
A recent pick-up in commercial bank loan growth is unlikely to be a positive signal for economic prospects.
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Japan: A tech paradox
février 26, 2026 | Gestion d’actifs Global Alpha Ltée
Accelerated by the pandemic, Japan’s shift from legacy systems to cloud-based solutions highlights opportunities and challenges within the country’s IT landscape.
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Surprising January monetary news
février 25, 2026 | NS Partners
Global six-month real narrow money momentum is estimated to have rebounded from a sharp December fall to reach a new high in January.
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Has the Fed’s easing window closed?
février 20, 2026 | NS Partners
The historical Fed would be shifting to a tightening bias in response to recent economic news.
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Tencent and AI gaming: Beneficiary or loser?
février 19, 2026 | NS Partners
Investors question whether Tencent’s gaming dominance will persist in the face of AI disruption, while trade realignment creates both risks and opportunities for EM investors.
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Optimiser le leadership et la gouvernance des conseils d’administration
février 13, 2026
Un leadership d’exception exige plus que des compétences techniques et de la puissance intellectuelle. L’intelligence émotionnelle est nécessaire. On peut dire que l’intelligence émotionnelle joue un rôle clé dans la prise de décisions sous pression et l’établissement de la confiance autour de la table. Mieux encore, il peut être renforcé à n’importe quelle étape de la vie.
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Capstone Copper: Positioned to benefit from a structurally tight copper market
février 12, 2026 | Gestion d’actifs Global Alpha Ltée
Copper markets are entering a structurally tight phase while Chile’s evolving policy backdrop is improving the outlook for long-life, capital-intensive mining assets.
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US deposit distortion confirmed
février 11, 2026 | NS Partners
The Fed’s Public Affairs office has confirmed that a large rise in demand deposits in late 2025 reflected a reporting change.
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MENA Q4 2025 Manager Letter
février 10, 2026
In our 4th quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
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Monetary tremors
février 6, 2026 | NS Partners
Recent market turbulence could reflect an adverse shift in “excess” money conditions.
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