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Newsletter List

February 2024

February 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, Miguel Amaral sheds light on the upcoming United States presidential election. Moreover, in our Regional View, Luisa Kloth explicates the results and potential implications of Taiwan’s 2024 elections.

January 2024

January 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.

December 2023

December 2023

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, Peer Lasser reviews the attempt of the German Football League to secure Private Equity backing. Moreover, in our Regional View, Afonso Domingues sheds light on the interest rate landscape in the United States.

November 2023

November 2023

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, Beatriz Domingues Pereira reviews the conflict between Israel and Hamas. Moreover, in our Regional View, Alexander Knott sheds light on the interest rate landscape in the United States.

May 2023

May 2023

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, Charlotte Mayr reviews the conflict between China and Taiwan. Moreover, in our Regional View, Pauline Schueller sheds light on President Biden’s ambitions of re-running for president.

April 2023

April 2023

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, Marlin Egbuna reviews the impact and consequences of the banking crisis. Moreover, in our Regional View, Francisca Bombas sheds light on the pension reform and resulting strikes in France.

March 2023

March 2023

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, Marie Klingsporn elaborates on the healthcare industry post-Covid-19. Moreover, in our Regional View, Lars Dahle discusses the current state of home sales in the United States.

February 2023

February 2023

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, Guilherme Lopes reviews the current actions of central banks and interest rates. Moreover, in our Regional View, David Biewald sheds light on China’s economy and its current impact on global markets.

January 2023

January 2023

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, Filippo Marchesin reviews the impact of events in 2022 on the private equity industry. Moreover, in our Regional View, Jakub Nasilowski sheds light on Japan’s monetary policy.

December 2022

December 2022

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, Karolin Kolarik elaborates on the current political and economic turbulences in the Chinese market. Moreover, in our Regional View, Philipp Hauswurz discusses Europe’s inflation outlook.

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Nova Investment Club.
Campus de Carcavelos,
Rua da Holanda 1,
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