The NIC’s April Newsletter is here!
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, Jakub Jarzęczka sheds light on Elon Musk’s lawsuit against OpenAI. Moreover, in our Regional View, Leon Wagner explains how India’s stock market surge is related to the economic prospects of the country.
Our Investment Banking Division will guide you through March’s overall M&A activity. Read about EQT Corp acquiring Equitrans Midstream, AstraZeneca acquiring Fusion Pharmaceutical and Keysight Technology acquiring Spirent Communications. Additionally, get a detailed overview of what happened to Amazon and Ørsted, and read expert insight on Germany’s legalization of cannabis.
Our Financial Markets Division will present the monthly results of the NIC Fund, an active relative return fund investing across three different asset classes: Equities, Fixed Income, and Commodities. The analysts will also provide commentary on each of the three major asset classes through an analysis of the past month’s major market moves. The overall performance of the NIC Fund in February was negative, with a cumulative return of 1.66%.
Lastly, on the Hot Topic of this month, Ilenia Fiore discusses the challenges of the European stock market.
