Nova Investment Club November’s Newsletter, the first newsletter written entirely by the NIC 2018/2019 class is here:
In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economics news from the past month. In our Deeper Dive section, Philip Hunold elaborates on the new regulations for Facebook, Amazon & Co., while in our regional view Sérgio Ferrás examines the UK Budget and how it may impact globalization.
Our Investment Banking Division will guide you through October’s M&A overall activity. Moreover, read about T-Mobile ́s merger with Sprint Corporation, Energy Transfer Equity’s bid for Energy Transfer Partners and Barrick’s bid for Randgold. Additionally, get a detailed overview on what happened to ThyssenKrupp and Royal Dutch Shell.
Our Financial Markets Division will present the monthly results of the NIC Fund, an active relative return fund investing across four different asset classes: Equities, Fixed Income and Commodities. In addition, the analysts will provide commentary on each of the four major asset classes through analysis of the past month’s major market moves.
Lastly, Francisca Anselmo analyses to which extent BoJ’s quantitative and qualitative monetary easing program (QQE) has impacted Japanese asset prices, Duarte Alves Pereira examines and comments on Brazil’s newly elected President Jair Bolsonaro, and Rita Silva Marques evaluates the final negotiations for Brexit and Irish backstop.
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