Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
NS Partners maintains a selective posture amidst escalating sovereign debt issuance, elevated bond yields, and Middle East conflict. While AI infrastructure capex undergoes credit scrutiny, robust non-technology corporate earnings support equities.
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NS Partners maintains a selective posture amidst escalating sovereign debt issuance, elevated bond yields, and Middle East conflict. While AI infrastructure capex undergoes credit scrutiny, robust non-technology corporate earnings support equities.
While markets temporarily rallied on delayed tariffs, unresolved structural issues like a looming labor supply shock and massive global fiscal deficits pose significant risks of resurgent inflation, pointing to opportunities in resilient non-US assets.
Full Quick Take
While markets temporarily rallied on delayed tariffs, unresolved structural issues like a looming labor supply shock and massive global fiscal deficits pose significant risks of resurgent inflation, pointing to opportunities in resilient non-US assets.