Market Insights

We sat down with Evan Osheroff, Managing Director, to explore what is happening in the CFO office today and its implications for software companies and investors.

We sat down with Peter Scheman, the global co-head of Jefferies Industrials, to discuss his take on the sector and what the Jefferies Industrials team is preparing for in Fall 2024 and beyond. 

How did ESG perform during the presidencies of Donald Trump (R) and Joe Biden (D)?

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.

David Zervos is skeptical the Fed will be able to quickly declare victory over inflation and expects that a solid economic outlook should translate to a more restrictive Fed, for a longer duration.

Corporations and PE firms are increasingly partnering up on acquisitions. What makes these transactions attractive?