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January 2026

January 2026

14/01/2026

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, Pape Abdou Diagne explores the impact of the Bayer AG’s 2025 Revival Momentum 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 Netflix acquiring Warner Bros. Discovery. Additionally, get a detailed overview of what happened to Philip Morris International Inc. and read expert insights about BP’s Strategic and Financial Reorganisation.

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 December was positive, with a cumulative return of 0.92%.

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 Permira and Warburg Pincus acquiring Clearwater Analytics and Stonepeak acquiring Castrol.

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