The NIC’s February 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, Daniele Notarnicola, our Head of Corporate Relations, elaborates on the rise of so called “Zombie Companies” during the Covid-19 recession. Moreover, in our Regional View, Julia Weber, our Head of FMD, examines the rise of China and its future in a post-pandemic world.
Our Investment Banking Division will guide you through January’s M&A overall activity. Read about UnitedHealth Group to acquire Change Healthcare, NCR Corp to buy Cardtronics Plc, and American Tower to acquire Telefonica’s towers unit Telxius. Additionally, get a detailed overview on what happened to FuelCell Energy Inc and NIO, as well as consider our opinion on the 2021 M&A outlook.
Our Financial Markets Division will present the monthly results of the NIC Fund, an active relative return fund investing across three different asset classes: Equities, Fixed Income, and Commodities. 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 -0.56%. A loss that can be mainly attributed to Equities.
On the Hot Topics of this month, Alessandro Astore, examines the electric vehicles market, while Gonçalo Santos, elaborates on the GameStop frenzy. Lastly, on our ESG review in collaboration with Nordea, Ruben Pratapsinh, writes about Active engagement focusing on Nordea’s work in India with pharmaceutical companies.
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