Our Newsletter provides readers with the latest insights in the financial markets and the investment banking industry. We also show the performance of our virtual fund here.
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 Read more…
The NIC January’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, Paulina Michel, our head of communications, elaborates on the reduced Reserve Requirement Ratio in China and its positive Read more…
The NIC December’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, Federico Farina elaborates on the influence that the boom in the US M&A environment has on the financial Read more…
The NIC November’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, Rafael Santos elaborates on Microsoft’s ten billion dollar cloud contract with the Pentagon, reflecting over its impact prompting Read more…
The NIC May’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, our Vice-President João Sousa Mendes elaborates on the implications of Visa and Mastercard commitment of cutting foreign card Read more…
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, Read more…
The NIC March’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, Mariana Costa elaborates on the Chinese capital markets increased access to international investment, as MSCI plans to Read more…
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, Rita Silva Marques elaborates on the Chinese banks non-performing loans recent surge, amidst a slow growth economy looking Read more…
The NIC January’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, Cong Phuoc elaborates on the global insurance market and the prominence of insurtech. Moreover, in our Regional View, Read more…
The NIC December’s Newsletter is here ! In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economics news from the past month. In our Deeper Dive section, Duarte Alves Pereira elaborates on leveraged loans and its implications on financial stability. Moreover, in our Regional Read more…