7/01/2024
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, Niccoló Casamatta reviews the key developments of the EU’s Green New Deal. Moreover, in our Regional View, Naomi Steiner Oliva sheds light on Germany’s reactions following their constitutional court ruling.
Our Investment Banking Division will guide you through December’s overall M&A activity. Read about KKR acquiring Greenvolt, Bristol Myers Squibb purchasing Karuna Therapeutics, and Nippon Steel Corporation acquiring US Steel Corporation. Additionally, get a detailed overview of what happened to Bayer and NIO, and read expert insight and our opinion on the past year, 2023.
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 December was positive, with a cumulative return of 3.66%.
On the Hot Topic of this month, Lorenzo Bonoli discusses Milei’s “Shock Therapy” economic plan to cure Argentina’s fiscal deficit addiction.
