The Big Picture

This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.

To better understand Canada’s growth story, we asked John Manley – the new Chairman of Jefferies Canada and a former Deputy Prime Minister with a decorated career in law, business and public service – to share his thoughts.

Philip Noblet, Head of UK and Ireland Investment Banking at Jefferies, discusses October inflation data and its potential impact on dealmaking.

Mohit Kumar, Jefferies’ Chief Economist and Strategist for Europe, discusses central bank policy, the potential for recession, and why a market rebound may be on the horizon.

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.

Shannon Murphy, Managing Director and Head of Strategic Content, discusses the role of bank and hedge fund partnerships in navigating market volatility.

Shannon Murphy, Managing Director and Head of Strategic Content, discusses hedge funds’ resilience amid rising rates and market volatility.

With the end of the first calendar quarter of 2023 complete, once again the financial world feels “on fire.”