top of page
.png)
Newsletters
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
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
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
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
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.
May 2018
Do not miss NIC’s May Newsletter, where our analysts cover broad macro themes and major economics news from April. In our Deeper Dive section, Tiago Marques evaluates Private Debt as an attractive alternative financing in a deteriorating credit cycle, while Nick Dörner highlights recent developments in Lithium production in Chile.
April 2018
Do not miss NIC’s April Newsletter, where our analysts cover broad macro themes and major economics news from March. In our Deeper Dive section, Johannes Weisensteiner takes a look on inflation and the FED policy, while Hoang Nguyen examines how Brussels plans crackdown against ‘fake news’ on social media. As an ongoing trend, Nick Dörner writes about Smart Beta ETFs.
March 2018
Do not miss NIC’s March Newsletter, where our analysts cover broad macro themes and major economics news from February. In our Deeper Dive section, Philipp P. Breitbach evaluates Michel Barnier’s protocol for the Brexit negotiations, while Giovanni Parravicini provides an overview about the current Italian elections.
February 2018
Do not miss NIC’s February Newsletter, where our analysts cover broad macro themes and major economics news from January. In our Deeper Dive section, Anna Averina evaluates the impact of demographics on the yield curve, while Tiago Marques analyses the promising future of the Brazilian economy.
bottom of page