The Energy Transition is Opening Up Immense Opportunity in the U.S. for PE Firms
The energy transition has been picking up steam for a while. But a confluence of new factors has the potential to further accelerate growth and create unusually promising investment opportunities for private equity.
India’s Energy Transition: 15 Insights from Jefferies’ Visit
In November, the Jefferies ESG team visited India for a first-hand look at the country’s energy and social transition. Here, we outline fifteen observations about one of the world's most important hubs for low-carbon investment.
Balancing Act: Navigating Conflicting ESG Challenges in Healthcare
For healthcare companies, balancing ESG concerns with an affordable and robust supply chain is a constant challenge. How do today's healthcare leaders approach this balancing act?
The Global Tech Landscape: Uncovering New Investment Opportunities
Bernard De Backer of StepStone Group discusses tech sector performance, the global economic recovery, untapped investment opportunities in Europe, and more.
An Expanding Overton Window: Ten Predictions for the Future of Climate Investing
How can investors prepare for the evolving energy transition? Aniket Shah and the Jefferies ESG Team share ten predictions.
Graying of America Explains Labor Market Tightness; Recession Likely On Tap for Early ‘24
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.