Markets

Markets


Perspectives on capital markets, dealmaking activity, and investment trends

Recent Posts

How Steven Klinsky Built One of Private Equity’s Leading Firms

At a recent luncheon, Rich Handler, CEO of Jefferies Group, hosted Steven Klinsky, Founder and CEO of New Mountain Capital, for a conversation on one of finance’s most ambitious career paths: launching and scaling a private equity firm. Mr. Klinsky — whose New Mountain Capital has grown into a $60-billion AUM platform and one of […]

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 […]

Ten Takeaways from Jefferies’ Second Indian Energy Transition Trip

In September, Jefferies hosted a group of investors in India as part of its annual forum and broader efforts to study the country’s energy transition. Since the last trip two years ago, there were notable shifts across the macro, company, and policy landscape. India — now the world’s fourth-largest renewables market by capacity, with a […]

How Sovereign AI Became the New Arena for State Power

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 […]

UK, London, Aerial view of Tower Bridge over River Thames at sunset

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 […]