The NIC’s May Newsletter is here!
In our Macro Overview section, analysts from the Financial Markets and Private Equity Divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Lorenzo Maria Lucicesare investigates key issues appearing in the global supply chain caused by recent changes to US trade policy.
Our Investment Banking Division will guide you through March’s overall M&A activity. Read about Global Payments Inc. acquiring Worldpay and Merck acquiring SpringWorks. Additionally, get a detailed overview of what happened to Hims & Hers Health Inc., and read expert insight on the global impact of US President Trump’s tariff policies.
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, along with Currencies, through an analysis of the past month’s major market moves. The overall performance of the NIC Fund in April was positive, with a cumulative return of 1.11%.
Our Private Equity Division will cover global and European trends in private equity transactions and investments, followed by brief insights into some top deals. Read about KKR’s acquisition of post-trade services firm OSTTRA and Thoma Bravo’s acquisition of Boeing’s Digital Aviation Solutions unit.
