9/12/2025
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Julia Karaś explores the impact of the longest US shutdown and what that means for the economy and markets.
Our Investment Banking Division will guide you through October’s overall M&A activity. Read about Leonard Green & Partners acquiring Topgolf and Kimberly-Clark acquiring Kenvue. Additionally, get a detailed overview of what happened to Boeing Co, and read expert insights about Renewed Momentum in the EMEA IPO Market.
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 including Currencies through an analysis of the past month’s major market moves. The overall performance of the NIC Fund in November was negative, with a cumulative return of -0.41%.
Our Private Equity Division will cover global and European trends in private equity transactions and investments, followed by brief insights into some top deals. Read about Arcline Investment Management acquiring Novaria Group from KKR and Apollo Sports Capital acquiring Atlético de Madrid.
