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Newsletter List
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.
January 2020
January 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, Paulina Michel, our head of communications, elaborates on the reduced Reserve Requirement Ratio in China and its
December 2019
December 2019
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 the influence that the boom in the US M&A environment has on the financial market.
November 2019
November 2019
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, Rafael Santos elaborates on Microsoft’s ten billion dollar cloud contract with the Pentagon, reflecting over its impact prompting cloud adoption.
May 2019
May 2019
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 Vice-President João Sousa Mendes elaborates on the implications of Visa and Mastercard commitment of cutting foreign card fees.
April 2019
April 2019
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, Birk Carlenius elaborates on the state of Master Limited Partnerships attractiveness, especially after President Trump’s tax bill.
March 2019
March 2019
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, Mariana Costa elaborates on the Chinese capital markets increased access to international investment, as MSCI plans to enlarge the country’s weight in the index.
February 2019
February 2019
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, Rita Silva Marques elaborates on the Chinese banks non-performing loans recent surge, amidst a slow growth economy looking for stimulus. Moreover, in our Regional View, Francisca Anselmo
January 2019
January 2019
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, Cong Phuoc elaborates on the global insurance market and the prominence of insurtech. Moreover, in our Regional View, Nina Kusnirova
Newsletter List
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.
January 2020
January 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, Paulina Michel, our head of communications, elaborates on the reduced Reserve Requirement Ratio in China and its
December 2019
December 2019
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 the influence that the boom in the US M&A environment has on the financial market.
November 2019
November 2019
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, Rafael Santos elaborates on Microsoft’s ten billion dollar cloud contract with the Pentagon, reflecting over its impact prompting cloud adoption.
May 2019
May 2019
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 Vice-President João Sousa Mendes elaborates on the implications of Visa and Mastercard commitment of cutting foreign card fees.
April 2019
April 2019
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, Birk Carlenius elaborates on the state of Master Limited Partnerships attractiveness, especially after President Trump’s tax bill.
March 2019
March 2019
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, Mariana Costa elaborates on the Chinese capital markets increased access to international investment, as MSCI plans to enlarge the country’s weight in the index.
February 2019
February 2019
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, Rita Silva Marques elaborates on the Chinese banks non-performing loans recent surge, amidst a slow growth economy looking for stimulus. Moreover, in our Regional View, Francisca Anselmo
January 2019
January 2019
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, Cong Phuoc elaborates on the global insurance market and the prominence of insurtech. Moreover, in our Regional View, Nina Kusnirova
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