The NIC’s January 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, Hannes Stingel, elaborates on the key takeaways from the Brexit deal for Britain and the EU. Moreover, in our Regional View, Alessandro Astore, examines if 2021 could be the year to start showing interest in Italy’s debt.
Our Investment Banking Division will guide you through December’s M&A overall activity. Read about Thoma Bravo LLC to Acquire RealPage Inc, AstraZeneca to Acquire Alexion Pharmaceuticals, and Diamondback to Acquire QEP. Additionally, get a detailed overview on what happened to Apple and Airbnb, as well as consider our opinion on the rush of private capital’s into sports.
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 December was positive, with a cumulative return of 2.85%. A gain that can be mainly attributed Equities.
On the Hot Topics of this month, Vincent Sardinha Marques, our President, examines the Market turnaround from growth to value, while Daniele Notarnicola, our Head of Corporate Relations elaborates on Perella Weinberg’s decision to go public through a SPAC. Additionally this month, Jan Bich, our Head of IBD will go over the overall year of M&A activities, putting in light its second half of the year. Lastly, on our ESG review in collaboration with Nordea, Sebastian Hartmann, writes about the Race to net zero of asset managers.
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