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, Filippo Marchesin reviews the impact of events in 2022 on the private equity industry. Moreover, in our Regional View, Jakub Nasilowski sheds light on Japan’s monetary policy.
Our Investment Banking Division will guide you through December’s overall M&A activity. Read about Thoma Bravo acquiring Coupa Software, Getir acquiring close competitor Gorillas Technologies, and Seadrill taking over Aquadrill. Additionally, get a detailed overview of what happened to Tesla and Zoom Video Communications, and read our opinion on the current situation between U.S. Antitrust and the private equity industry.
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 an analysis of the past month’s major market moves. The overall performance of the NIC Fund in December was negative, with a cumulative return of -2.35%.
On the Hot Topic of this month, Ignacio Klimowitz discusses the layoffs at Goldman Sachs. Lastly, in our ESG review in collaboration with Nordea, Lars Dahle discusses the situation of the climate in 2022 and its implications for the year 2023.
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