Boardroom Intelligence

Boardroom Intelligence


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

Recent Posts

Opportunities Abound Amid Overblown Software Selloff

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 […]

Why Is Global Capital Pouring Into MENA, India, and Korea?

As Dubai cements its role as a global capital for trade, innovation, and investment, Jefferies once again brought together leading corporates and investors from across Asia, the Middle East, and South America for its second annual GEMS (Global Emerging Markets) Conference, held November 24–25, 2025. Following a successful debut in 2024, the conference has quickly […]

Understanding the Diversity Within Emerging Markets

As Dubai cements its role as a global capital for trade, innovation, and investment, Jefferies once again brought together leading corporates and investors from across Asia, the Middle East, and South America for its second annual GEMS (Global Emerging Markets) Conference, held November 24–25, 2025. Following a successful debut in 2024, the conference has quickly […]

A New Anchor in Emerging Markets: The Middle East’s Growth Story

As Dubai cements its role as a global capital for trade, innovation, and investment, Jefferies once again brought together leading corporates and investors from across Asia, the Middle East, and South America for its second annual GEMS (Global Emerging Markets) Conference, held November 24–25, 2025. Following a successful debut in 2024, the conference has quickly […]

Investing in Care: The PE Playbook for Healthcare Transformation

During the Jefferies Healthcare Conference, senior private equity investors gathered for a wide-ranging discussion on how capital, operating expertise, and long-term conviction are reshaping healthcare. Moderated by Michael Dodds, Managing Director at Jefferies, the panel explored deal structuring in a dislocated market, sector-specific value creation, regulatory complexity, and evolving exit pathways across healthcare services, pharma, […]

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 […]