15/04/2026
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, Niklas Kaminski examines how escalating Gulf tensions and the resulting oil price shock are reshaping Europe’s economic outlook and financial markets.
Our Investment Banking Division will guide you through March’s overall M&A activity. Read about the combination of Unilever Foods with McCormick and IBM completing the acquisition of Confluent. Additionally, get a detailed overview of what happened to Stryker and read expert insights about Europe’s defence spending supercycle and its capital markets implications.
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 March was negative, with a cumulative return of -4.55%.
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 WCAS and Robert Ortenzio taking Select Medical private and Ecobat acquiring CoolIT.
