10/02/2026
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, Johannes Schmidt explores key market forces and investor groups driving the accelerating rush into gold and silver.
Our Investment Banking Division will guide you through January’s overall M&A activity. Read about Clorox acquiring GOJO Industries and Mutares acquiring SABIC’s ETP business. Additionally, get a detailed overview of what happened to Strategy Inc. and read expert insights about the surge of private equity in sports.
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 January was positive, with a cumulative return of 2.18%.
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 Mitsubishi acquiring Aethon’s US gas assets and Capital One acquiring Brex.
