Boardroom Intelligence

Boardroom Intelligence


Bridging the gap between strategy and economics, with original insights on industry trends and global markets

Recent Posts

Insights from Bloomberg: How AI Is Reshaping the Research Desk

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 […]

Is Healthcare Where Tech Was a Decade Ago?

As enthusiasm returns in force to the healthcare sector, investors and C-Suite executives from leading public and private companies around the globe will gather at the Jefferies Global Healthcare Conference in London from November 17th through the 20th. Over the course of the week, thousands of investor and company meetings will take place amongst industry […]

Paul Singer on Exercising Caution in an Era of Extremes

Views on the trajectory of equity markets vary widely, but most agree that today’s conditions are truly unprecedented. Artificial intelligence is driving record levels of investment and capital expenditure, tariff policies are reshaping global trade, and a prolonged era of near-zero rates — followed by the sharpest inflation surge in decades — has left investors […]

Capital Markets and the Rise of AI

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.

In Direct Lending, Cash Flow (Coverage) is King

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 Rise of GP-Led Secondaries in Venture Capital

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.