The NIC’s January 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, Roman Bauer, elaborates on the future of gaming. Moreover, in our Regional View, Simon Hoffmann, reviews the impacts of Brexit.
Our Investment Banking Division will guide you through December’s M&A overall activity. Read about Oracle Corp acquiring Cerner Corp, Mitsui Chemicals Inc acquiring Japan MDM Inc, and MSC SA acquiring Bolloré Africa Logistics. Additionally, get a detailed overview on what happened to Volkswagen AG and Comcast Corp, and read our opinion on TPG filling for an IPO in New York.
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 four major asset classes through analysis of the past month’s major market moves. The overall performance of the NIC Fund in December was positive, with a cumulative return of 2.08 %. A gain that can be mainly attributed to Equities.
On the Hot Topics of this month, Yan Alfonso Souza discusses the conflict between Russia and Ukraine, while Margaux Richard de Foucaud, elaborates on the Covid-19 impact on Chinese FDI in Europe. Lastly, on our ESG review in collaboration with Nordea, Rodrigo Baltazar, discusses the impact of plastic waste on corporate strategy.
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