The NIC February’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, Marvin Breuer, elaborates on why profitability does not matter for Software as a Service (SaaS) valuations. Moreover, in our Regional View, Oliver Schoch, examines the impact of coronavirus on China’s economy.
Our Investment Banking Division will guide you through January’s M&A overall activity. Read about Siemens Ldt to acquire C&S Electrics, Visa Inc. acquisition of Fintech Startup Plaid and Volkswagen AG offering to buy the rest of Navistar International Corporation. Additionally, get a detailed overview on what happened to Tesla, as well as consider our opinion on 2020 global M&A outlook.
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 overall performance of the NIC Fund in January was slightly negative, with a cumulative return of -0.38%. This loss was mainly attributed to a decline in Equities and Commodities.
Lastly, Benedict Minker elaborates on the pre-trade deal implications for the UK economy after formal Brexit and, our President, Francisca Fernandes examines the impact of coronavirus on oil price volatility and the prospectus of the energy industry.
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