Nova Investment Club November’s Newsletter, the first newsletter written entirely by the NIC 2017/2018 class 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, Inês Patrício evaluates the ECB’s latest move on QE, while Tomás Ambrósio discusses the current snap election called by the Japanese Prime Minister, Shinzo Abe.
Our Investment Banking Division will guide you through October’s M&A overall activity. Moreover, read about Siemens’ merger with Alstom, Airbus SE bid for a majority stake in Bombardier Inc C-Series, Novartis acquisition of Advanced Accelerator Application. Additionally, read a detailed overview on the what happened to Lufthansa in the past months. Lastly, get an insight on the ECB’s monetary policy, written by our analyst Manuela Böck.
Our Financial Markets Division will present the monthly results of the NIC Fund, an active relative return fund investing across four different asset classes: Equities, Fixed Income, Commodities and Currencies. 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.
Lastly, Katerina Rybarova examines the roots of the current crisis in Venezuela, as well as the challenges that the country is facing for the future.
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