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Newsletter List

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

Dezember 2018

Dezember 2018

In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economics news from the past month. In our Deeper Dive section, Duarte Alves Pereira elaborates on leveraged loans and its implications on financial stability.

November 2018

November 2018

In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economics news from the past month. In our Deeper Dive section, Philip Hunold elaborates on the new regulations for Facebook, Amazon & Co., while in our regional view Sérgio Ferrás examines the UK Budget and how it may impact globalization.

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Nova Investment Club.
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