The NIC’s March 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, Marlin Egbuna reviews the impact and consequences of the banking crisis. Moreover, in our Regional View, Francisca Bombas sheds light on the pension reform and resulting strikes in France.
Our Investment Banking Division will guide you through March’s overall M&A activity. Read about Pfizer Inc acquiring Seagen Inc, Silver Lake purchasing Qualtrics, and Japan Industrial Partners taking over Toshiba Corp. Additionally, get a detailed overview of what happened to Alibaba Group Holding Limited and Deutsche Bank AG, and read our opinion on the acquisition of Credit Suisse by close rival UBS.
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 through an analysis of the past month’s major market moves. The overall performance of the NIC Fund in March was positive, with a cumulative return of 2.88%.
On the Hot Topic of this month, Guilherme Capinha Lopes discusses and benchmarks BloombergGPT against ChatGPT. Lastly, in our ESG Review in collaboration with Nordea, Tomás Forte Vaz discusses the race to net-zero as well as its current challenges.
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