Market Strategy

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

Ahead of this year’s conference, we sat down with Dominic Lester, EMEA Head of Investment Banking; Edward Keen, Head of Equities EMEA; and Lorna Shearin, Deputy Head of EMEA Investment Banking, to discuss the themes shaping the European mid-cap landscape and what to expect from the event.

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.

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