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Newsletter List

March 2021

March 2021

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, Gonçalo Santos elaborates on the rise of SPACs. Moreover, in our Regional View, Sebastian Hartmann examines the Covid-19 vaccine rollout in Africa.

February 2021

February 2021

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, Daniele Notarnicola, our Head of Corporate Relations, elaborates on the rise of so called “Zombie Companies” during the Covid-19 recession.

January 2021

January 2021

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, Hannes Stingel, elaborates on the key takeaways from the Brexit deal for Britain and the EU. Moreover, in our Regional View, Alessandro Astore, examines if 2021 could be the year to start showing interest in Italy’s debt.

December 2020

December 2020

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, Pedro Santos Vitor, elaborates on the entanglement the European Union finds itself over recovery plans.

November 2020

November 2020

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, Gonçalo Marques, elaborates on the antitrust lawsuit between the US and Google.

June 2020

June 2020

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, Tobias Berberich, our IBD Head, elaborates on the impact of the pandemic in the high-quality crude oil, shade, in the US.

May 2020

May 2020

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, Michele Marcaccio, our Vice-President, elaborates on why the VC market is now so reluctant to provide funding to Startups.

April 2020

April 2020

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, our IBD Head, Tobias Berberich elaborates on the impact of sponsor activity on the healthcare sector.

March 2020

March 2020

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, Federico Farina elaborates on Bob Chapek to succeed long-time Disney CEO Bob Iger.

February 2020

February 2020

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, Marvin Breuer, elaborates on why profitability does not matter for Software as a Service (SaaS) valuations.

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