The NIC May’s 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, Michele Marcaccio, our Vice-President, elaborates on why the VC market is now so reluctant to provide funding to Startups. Moreover, in our Regional View, Henrique Oliveira examines the way Brazil’s President, Jair Bolsonaro, is dealing with the impact of Covid-19 in the country and how Brazil is going through a huge political chaos.

Our Investment Banking Division will guide you through April’s M&A overall activity. Read about NVIDIA to acquire Mellanox, Morningstar Inc. to acquire Sustainalytics, Moody’s Corporation to acquire Regulatory DataCorp. Additionally, get a detailed overview on what happened to Shopify, as well as consider our opinion on the rescue of company Laura Ashley.

Due to the current situation, Nova SBE activated its Contingency Plan for Covid-19 closing the facilities of the entire campus. As a result, our Financial Markets Division will not be able to present the monthly results of the NIC Fund due to the limited access to the Bloomberg Terminal. The analysts will still provide commentary on each of the four major asset classes through analysis of the past month’s major market moves.

On the Hot Topic of this month, Patricio Drexhagen, our Head of Corporate Relations, elaborates on the impact of Coronavirus on the airline industry and, Federico Farina examines M&A ban proposal during crisis by Elizabeth Warren and Ocasio-Cortez. Lastly, on our ESG review, Benedetta Laruccia writes about the new chapter called “Stakeholders’ Golden Age” on the History of Capitalism.

Categories: Newsletters

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