The NIC November’s 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, Rafael Santos elaborates on Microsoft’s ten billion dollar cloud contract with the Pentagon, reflecting over its impact prompting cloud adoption. Moreover, in our Regional View, Maxime Hozé examines Hong Kong’s long lasting protests and the economic repercussions on Asia’s financial hub.
Our Investment Banking Division will guide you through October’s M&A overall activity. Read about Cellnex winning bid to acquire Arqiva’s Telecom Division, and Rothschild & Co bid for Livingstone. Additionally, get a detailed overview on what happened to Bio On, as well as consider our opinion on the causes for major IPO upsets among unicorn companies in 2019.
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. 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 active positioning of the NIC Fund in October yielded a 2.00% cumulative return, majorly supported by Equities and Commodities.
Lastly, Maxime Hozé elaborates on Tesla’s prospects and Marvin Breuer examines the Brexit’s implications for distressed M&A activity in the UK.
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