Flows before pros?
November 10, 2025
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
We place a high priority on regular and timely communication, therefore our investment professionals will maintain frequent dialogue with you via conference calls and periodic review meetings.
Client service is provided through a combination of client service officers and a dedicated portfolio administration team.
As a client of NS Partners, standard reporting is available to you.
MONTHLY REPORTS
Performance versus benchmark, performance attribution, and portfolio valuation.
ANNUAL COMMISSION DISCLOSURE REPORTS
ANNUAL COPIES OF NS PARTNERS LTD FORM ADV.
For US clients.
QUARTERLY COMPREHENSIVE REPORT
Market review, current views, future investment strategy, an explanation of major changes to the portfolio and performance returns, attribution analysis and a proxy voting summary.
To find out more about becoming a client
of NS Partners, please contact:
Canada
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Tel: +1 (416) 364-5396
Email: [email protected]
USA
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales, USA
Tel: +1 (917) 945-0960
Email: [email protected]
Europe
Carlos Stelin
Director,
Institutional Sales, Europe
Tel: +44 (0) 203 535 8107
Email: [email protected]
Insights
Read More
Manufacturing roll-over?
November 6, 2025
The forecast of an inflection weaker in global manufacturing PMI new orders is supported by the “internals” of the latest survey.
Global money update: slowdown on pause
October 29, 2025
Global six-month real narrow money momentum recovered for a second month in September, though remains below a March peak.
Eurozone money update: sluggish as she goes
October 28, 2025
Monetary trends continue to cast doubt on economic optimism.
Are global monetary “buffers” exhausted?
October 21, 2025
A modified “monetarist” approach suggests that money stocks are no longer exerting an upward pull on nominal GDP and asset prices.
Rallying EM equities led by re-rating potential in perennially cheap South Korean equities
October 17, 2025
Large caps lead EM higher, and South Korea’s Value-Up is still in play.
Chinese money update: steady as she goes
October 17, 2025
Chinese money trends suggest a continuation of sluggish economic growth and a supportive liquidity environment for markets.
Monetary risks from private credit
October 14, 2025
Credit tightening in private markets may mark the end of a boom in US bank lending to shadow banks, with negative monetary implications.
A “monetarist” perspective on current equity markets
October 7, 2025
Recent slower money growth is consistent with a cyclical perspective suggesting economic / market weakness in 2026-27.
Unpleasant UK fiscal arithmetic
September 25, 2025
The November Budget needs to deliver an early return to a primary surplus to calm fears of a fiscal doom loop.
A short Fed easing window?
September 25, 2025
A simple model suggests that the window for rate cuts will close in early 2026 if the economy tracks the median FOMC forecast.
Don’t buy the duds in China: Quality companies remain cheap despite the recent rally
September 18, 2025
The broad market in China now trades in line with the long-term average valuations. Which begs the question, is there any fuel left in this rally?
UK underlying inflation has slowed
September 17, 2025
A measure of UK annual core CPI inflation excluding direct policy effects has fallen by 0.5 pp over the past year.
Chinese money update: still supportive
September 16, 2025
The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.
More signs of Eurozone softening
September 10, 2025
Other indicators support the monetary forecast of a loss of economic momentum.
For additional information on NS Partners Ltd, please contact:
![Jean-Philippe-Lemay, CC&L FG [504x504_03]](https://ns-partners.cclgroup.com/wp-content/uploads/sites/3/2025/06/FG_-Jean-Philippe-Lemay_504x504_03.jpg)
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales, USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales, USA
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NS Partners Ltd.
December 7th, 2021