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, Marie Klingsporn elaborates on the healthcare industry post-Covid-19. Moreover, in our Regional View, Lars Dahle discusses the current state of home sales in the United States.
Our Investment Banking Division will guide you through February’s overall M&A activity. Read about Clayton, Dubilier & Rice acquiring Focus Financial Partners, the take-private of Rothschild & Co, and CVS Health taking over Oak Street Health. Additionally, get a detailed overview on what happened to Google LLC and Adani Group, and read our opinion on the current troubled financial state of Bed, Bath & Beyond.
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 October was negative, with a cumulative return of -2.15%. A loss that can be mainly attributed to Equities and Commodities.
On the Hot Topic of this month, Charlotte Mayr discusses the newly tested 4-weekday model, its impact, and how some firms consider this model to be a long-term solution.
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