Industrials: A Value Play on Transitions, Transformations and Other Megatrends
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.
The Delicate Pact Between Consumers and Corporates & Victory Cuts
Chief Market Strategist David Zervos says the most recent FOMC meeting, and resulting Fed commentary, suggests that the risk of overtightening is in balance with the risk of being too accommodative.
Dealmaking in the Current Rate Environment: Insights from Centerbridge’s Ben Langworthy
At Tech Trek 2023, Ben Langworthy dives deep into current dealmaking trends, economic resilience, and effective investment strategies in turbulent markets.
Building and Developing Private Market Portfolios in a Downturn
Seyonne Kang of Stepstone Group sheds light on the evolving private market landscape, emphasizing the balance between operational efficiency and growth, new avenues for investment, and the importance of a human-centric approach to business challenges.