Policy and Governance

We recently spoke with Dominic Lester and his colleague Lorna Shearin, Deputy Head of EMEA Investment Banking, to get their take on the state of European economies and the transaction environment. We also connected with Ed Keen, Head of Equities EMEA, and Alex Coffey, Head of EMEA Research, for additional perspective on why mid-sized companies are attracting so much investor interest.

How can one separate headlines from on-the-ground data and get a clear picture of global transition strategy in 2026?

Jefferies’ Sustainability & Transition Team set out to address that question in a new note, Energy Transition Download: Practical Tools to Track Macro, Sector & Companies.

On a recent Jefferies webinar, leaders from the firm’s Washington Policy & Sustainability, and Global Macro teams explored how U.S. policy and global macro trends are shaping investor behavior heading into the second half of the year.

Though uncertainty abounds in Washington a look at recent presidential transitions may offer clues into how these shifts influence issues like climate, energy transition, and human capital.

In this piece, we highlight six key reasons why energy storage will be at the center of the global transition, beyond the obvious intermittent issues of wind and solar.

To better understand Canada’s growth story, we asked John Manley – the new Chairman of Jefferies Canada and a former Deputy Prime Minister with a decorated career in law, business and public service – to share his thoughts.

The new universal proxy card (“UPC”) rules took effect last year, making the 2023 proxy season the first in which both company and dissident nominees were listed on the same ballot, allowing shareholders to choose among the different candidates in a contested election.

In November, the Jefferies ESG team visited India for a first-hand look at the country’s energy and social transition. Here, we outline fifteen observations about one of the world’s most important hubs for low-carbon investment.

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.