The NIC April’s Newsletter is here !
In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Birk Carlenius elaborates on the state of Master Limited Partnerships attractiveness, especially after President Trump’s tax bill. Moreover, in our Regional View, Lukas Muller examines Canada’s economy and potential drag down in its housing market.
Our Investment Banking Division will guide you through March’s M&A overall activity. Read about Berry Global winning bid to acquire RPC Group, Worldpay acquisition by US rival FIS and Centene bid for WellCare. Additionally, get a detailed overview on what happened to Boeing and Snapchat, as well as consider our opinion on Levi Strauss upcoming IPO.
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, Commodities and Currencies. The analysts will also provide commentary on each of the four major asset classes through analysis of the past month’s major market moves. The active positioning of the NIC Fund in March was overall slightly inferior to the benchmark, even though the benchmark for equities was outperformed given individually stock picking.
Lastly, Duarte Alves Pereira elaborates on Apple’s transformation and Jan Schroff examines the EU trend towards 5G adoption. Furthermore, Vasco Lupi analyses the future of autonomous vehicles and Nina Kusnirova glimpses Lyft’s share price development ever since it went public.
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