By: Ron Eliasek Jefferies Chairman of TMT, Head of Software Fifteen years ago, Marc Andreessen famously said, “Software is eating the world.” But on February 3, public software companies lost $300 billion in market value amid fears that new tools like Anthropic’s Claude Cowork will eat their business models. At one point, the IGV iShares […]

At a recent Jefferies luncheon on “Beyond the Hype: Practical AI for Buy-side Decision Making,” senior leaders across finance and technology gathered to explore how AI is reshaping investment decision-making. The discussion focused on how generative AI is reshaping investor workflows, which platforms are emerging as leaders, and where adoption still hits friction. This article […]

It is difficult to overstate the significance of the rise of artificial intelligence for capital markets. The massive scale of current AI investments and the rapid pace of technological progress raise questions and increase stakes for nearly all investors, companies, and countries as they try to anticipate what the future holds.

A widely recognized voice in investing and global affairs, Bill Ackman sat down with Jefferies to share his perspective on world markets, U.S. growth drivers, Israel, and more.

Crafting a narrative is a medium that transcends the entertainment industry. While the shift from media executive to entrepreneur and investor is one with many parallels across roles, few have succeeded in leveraging both lenses as aptly as Jeffrey Katzenberg.

This will be the first publication in a series of articles by Jefferies Credit Partners designed to bring investors under the hood of underwriting private credit. Private credit has rapidly evolved from a niche asset class into a significant force in the global lending landscape. It has grown at a rate of 15.6% per year between […]

The venture capital ecosystem has undergone a structural shift. As venture-backed companies have opted to remain private for longer, distributions for fund limited partners (LPs) have become increasingly constrained. This liquidity bottleneck has prompted general partners (GPs) to explore alternative solutions – chief among them, GP-led secondary transactions.

Until recently, sponsors investing in real assets sectors were slower to adopt continuation vehicles to deliver liquidity for their limited partners. Things are different today: sponsors are increasingly tapping the secondary market not only to generate liquidity solutions for their energy, real estate, and infrastructure assets, but also to achieve their long-term strategic objectives.

India’s public markets are navigating a complicated mix of global and domestic challenges, but Jefferies’ Head of Equity Capital Markets, Jibi Jacob, sees encouraging signs for the rest of the year. Tariffs, shifting investor flows, and secondary market volatility have tempered activity in recent months, but Jacob believes momentum is building toward a stronger finish […]