The NIC’s March Newsletter is here!
In our Macro Overview section, analysts from the Financial Markets and Private Equity Divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Selamawit Asegid discusses the outcome of the 2025 German federal election, its implications for government policy and the potential impact on financial markets.
Our Investment Banking Division will guide you through February’s overall M&A activity. Read about Prosus acquiring Just Eat Takeaway.com, and EP Global Commerce acquiring Metro AG. Additionally, get a detailed overview of what happened to Rheinmetall AG, and read expert insight on the Portuguese government’s consideration of selling a minority stake in TAP.
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 three major asset classes, along with Currencies, through an analysis of the past month’s major market moves. The overall performance of the NIC Fund in February was positive, with a cumulative return of 1.68%.
Our Private Equity Division will cover global and European trends in private equity transactions and investments, followed by brief insights into some top deals. Read about Blackstone’s acquisition of Safe Harbor Marinas and Prada Group’s acquisition of Versace.
