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Luxury is changing. Consumers are spending less on possessions and more on experiences that enrich their lives. From premium travel to hospitality and wellness, this shift is now one of the most significant trends in luxury consumption, and it is redrawing where the next wave of growth may sit. María Hernández Sánchez, Portfolio Manager, Equity & ESG Analyst, walks through it in our September Chart of the Month. Enjoy the full video below. Full analysis: https://lnkd.in/ep2q5BPM #luxurymarket #assetmanagement #equityresearch

In a market where security of supply is becoming almost as valuable as the commodity itself… not all oil companies are created equal. In this new edition of our “Chart of the Month”, Maximilien Mestelan explores why independent Permian producers are increasingly emerging as strategic assets in a world shaped by geopolitical tensions, persistent inflation and energy security concerns. ▶️ Watch the teaser below. The full article and long-form video are available on our website https://lnkd.in/eX7vNaSh//?utm_source=linkedin&utm_medium=paid&utm_id=732513996&utm_campaign=NSP-ThoughtLeadership&hsa_acc=507666745&hsa_cam=732513996&hsa_grp=641510456&hsa_ad=1417469766&hsa_net=linkedin&hsa_ver=3 #Energy #OilMarket #Permian #Investing #Geopolitics #Equities #AssetManagement #NSPartners

AI is transforming how we work, consume and create value. Many investors assume it will also transform long-term equity returns. History tells a different story. The PC, the internet, cloud computing, smartphones: each changed the world, yet the S&P 500 always returned to its long-term trend of ~10.5% a year. In July's Chart of the Month, Angel L. Sanz Lazaro CFA, CIO & Head of Asset Management, explains why AI is changing everything, but may not change the long-term return of the equity market. Enjoy the full video below 👇🏻 #chartofthemonth #assetmanagement #AI #equities #nspartners

March 2026 delivered a violent wake-up call for financial markets. The real story wasn't just falling equities—it was the simultaneous surge in volatility across all asset classes, including traditional safe havens like bonds and gold. For once, there was nowhere to hide, and standard diversification failed. How do you navigate a market where everything moves at once? As Cedric Dingens explains in our Chart of the Month, you cannot avoid a perfect storm, but you can prepare for it. Discover why diversified multi-strategy hedge funds are built for this exact environment. Watch the full video and read the analysis here: https://lnkd.in/enMSxA2m #nspartners #chartofthemonth #volatility #assetmanagement #hedgefunds

Traditional allocation frameworks are being tested. Discover how hedge funds can restore diversification and resilience in 2026. Join our Alternative Investment team for our 2026 Hedge Fund Outlook on February 19th, 3pm CET. 🎙️ For professional & qualified investors only.

My name is… Nvidia. From under-the-radar to USD 4.5 trillion market cap, Nvidia now outweighs France and Germany combined, the ultimate symbol of the AI era. September confirmed it: tech and AI keep driving global markets, reshaping growth and investor behavior. Discover our full September 2025 Market Commentary: https://lnkd.in/eCFpzDFM #NSPartners #MarketInsights #AIRevolution #Nvidia #InvestmentTrends #GlobalMarkets Pierre Mouton