The NIC’s May 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, Darryl Karberg, President, elaborates on Just Eat Takeaway exploring sale of Grubhub. Moreover, in our Regional View, Raphael Northoff, discusses whether the US will withstand inflationary pressures without an economic downturn.
Our Investment Banking Division will guide you through April’s overall M&A activity. Read about AMD acquiring the networking provider Pensando, Thoma Bravo acquiring SailPoint Technologies Holding, and Blackstone to acquire American Campus Communities. Additionally, get a detailed overview on what happened to PayPal Holding Inc and Netflix Inc, and read our opinion on how innovation is critical to the sustainable development of the food industry.
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 April was slightly negative, with a cumulative return of 1.48%. A loss that can be mainly attributed to Equities.
On the Hot Topics of this month, Felix Mitterer, discusses whether there might be a ban on Russian oil in Europe, while Arsenio Renato, elaborates on cybersecurity and whether privacy and identity concerns are driving growth. Lastly, on our ESG review in collaboration with Nordea, Irina Pereira, Vice President, discusses the impact of the Russia-Ukraine conflict on Europe’s climate agenda.
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