Boardroom Intelligence

AI has increasingly become one of the key strategic areas global governments are focused on – with each aiming to secure the talent, data, and infrastructure to build and control advanced systems at home. This push — which NVIDIA’s Jensen Huang has popularized as sovereign AI — reflects a broader return of state power to […]

India’s public markets are navigating a complicated mix of global and domestic challenges, but Jefferies’ Head of Equity Capital Markets, Jibi Jacob, sees encouraging signs for the rest of the year. Tariffs, shifting investor flows, and secondary market volatility have tempered activity in recent months, but Jacob believes momentum is building toward a stronger finish […]

After two years of muted dealmaking by private equity sponsors, we have seen a healthy pickup in M&A and IPO activity and expect more momentum through next year. 

Despite broader market volatility, transaction activity across both evergreen and secondary strategies has remained resilient.

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.

The deal brings together two major players in software and cloud solutions. Valued at $1.3 billion, it’s the largest pan-European transaction in two years and the only Swiss-led acquisition since 2022 to top the $1 billion mark.

A record number of investors entered the market for credit secondaries in 2024. Halfway through 2025, this trend continues to accelerate at a fast pace.

Amid a global influx of capital and a constant drive for innovation, fixed-income exchange-traded funds (ETFs) are becoming increasingly numerous, accessible, and convenient. This market has recently become more transparent and automated, enabling investors to manage risk in ways they may not have been able to before.    This trend is prompting many large institutional investors […]

The Jefferies 2025 Public Tech Conference brought together top bankers, investors, founders, and tech executives to discuss the sector’s key trends and developments. The insights below are drawn from interviews and panels with conference attendees. When tariff announcements rattled markets in early April, no sector took a bigger hit than technology. Public tech stocks fell […]