Market Insights

We sat down with Peter Scheman, the global co-head of Jefferies Industrials, to discuss his take on the sector and what the Jefferies Industrials team is preparing for in Fall 2024 and beyond. 

How did ESG perform during the presidencies of Donald Trump (R) and Joe Biden (D)?

A confluence of factors – including the taming of deflation and a dramatic push for corporate reform by the Tokyo Stock Exchange (TSE) – has Japan poised to deliver some of the world’s best global investment returns through 2030.

David Zervos is skeptical the Fed will be able to quickly declare victory over inflation and expects that a solid economic outlook should translate to a more restrictive Fed, for a longer duration.

Hedge Funds Navigate Uncertain Markets Coming off a challenging 2022, investors are exploring multiple avenues for success in 2023. Join us for a discussion about the global secondary market landscape with Chris Bonfield from Jefferies Private Capital Advisory, as well as the fundraising and performance outlook for hedge fund managers in the second half of

Investing in Change: Spotlight on Activism in Japan The Jefferies Capital Intelligence team examines investor mandates for changes in hedge fund demand. We have observed a slight but notable uptick in allocators expressing interest in event driven funds. Typically, demand for event driven funds has been more muted and a smaller percentage of total mandates,

Corporations and PE firms are increasingly partnering up on acquisitions. What makes these transactions attractive?