The NIC’s November 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, Mats Lützenkirchen, Head of our Investment Banking Division, elaborates on the post-pandemic cruise ship industry. Moreover, in our Regional View, Frauke Lührs examines the shifting political landscape in Germany.
Our Investment Banking Division will guide you through October’s M&A overall activity. Read about Aristocrat Leisure Limited acquiring Playtech plc, Blackstone Inc acquiring Spanx Inc, and Emerson Electric Co. acquiring Aspen Technology Inc. Additionally, get a detailed overview on what happened to Daimler AG and Tesla Inc, and read our opinion on WeWork going public.
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 positive, with a cumulative return of 2.47%. A profit that can be mainly attributed to Equities.
On the Hot Topics of this month, Simon Hoffmann discusses Meta – the next evolution of the internet, while David Silva elaborates on what to expect from Climate Finance. Lastly, on our ESG review in collaboration with Nordea, Irina Pereira, Vice President, spotlights the “S”.
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