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, Beatriz Domingues Pereira reviews the conflict between Israel and Hamas. Moreover, in our Regional View, Alexander Knott sheds light on the interest rate landscape in the United States.
Our Investment Banking Division will guide you through October’s overall M&A activity. Read about Exxon Mobil acquiring Pioneer Natural Resources, Roche purchasing Telavant, and Chevron acquiring Hess. Additionally, get a detailed overview of what happened to Stellantis and WeWork, and read expert insight and our opinion on the potential growth of Private Credit lending.
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 three major asset classes through an 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 4.02%.
On the Hot Topic of this month, Naomi Steiner Oliva discusses China’s property market and how regulators should respond.
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