The NIC’s May Newsletter is here !
Do not miss NIC’s May Newsletter, where our analysts cover broad macro themes and major economics news from April. In our Deeper Dive section, Tiago Marques evaluates Private Debt as an attractive alternative financing in a deteriorating credit cycle, while Nick Dörner highlights recent developments in Lithium production in Chile.
Check this month’s detailed analysis on the Comcast ́s bid for Sky, Takeda’s bid for Shire and Marathon Petroleum’s bid for Andeavor. Additionally, read a detailed overview on what happened to Volkswagen and Deutsche Bank. Lastly, get an insight on how Concordia International reaches an agreement with its debtholders, written by our analyst Mathieu Bourque.
Take a look on our Financial Markets Division’s monthly results with respect to the NIC Fund, an active relative return fund investing across four different asset classes. In addition, the analysts will provide commentary on each of the four major asset classes through analysis of the past month ́s major market moves. As this is the last issue of the class of 2018, Julius Nimtz will take a look back on the last months of the project and give a comprehensive overview.
Lastly, Johannes Weissensteiner takes a view on correlation between bonds and equities and how recent behavior might lead into a regime change, while Inês Patrício examines the imminent trade war by Donald Trump.
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