The NIC’s November 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, Yutong Wang, elaborates on the timeline of Elon Musk’s Twitter acquisition. Moreover, in our Regional View, Tomás Forte Vaz, discusses the UK’s negative economic outlook.
Our Investment Banking Division will guide you through October’s overall M&A activity. Read about Alexion, AstraZeneca Rare Disease acquiring LogicBio Therapeutics, Adobe Systems Inc. acquiring Figma Inc, and UnitedHealth Group taking over Change Healthcare Inc. Additionally, get a detailed overview on what happened to Meta Platforms Inc and Porsche AG, and read our opinion on Patagonia’s transfer of ownership to a non-profit organization.
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 October was positive, with a cumulative return of 1.85%. A gain that can be mainly attributed to Equities.
On the Hot Topic of this month, Karolin Koralik, discusses Credit Suisse’s restructuring plan and its echo’s. Lastly, on our ESG review in collaboration with Nordea, Francisca Bombas, discusses the role of infrastructure in the ESG revolution.
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