Jefferies Chief Financial Economist, Ward McCarthy and Money Market Economist, Tom Simons, released a report comparing and contrasting crisis responses in 2008 to the crisis we face in 2020.
When the Market Moves the Market: Drawdown Edition is the third installment of this series, reflecting on multiple dimensions of market structure and the capital markets landscape, including 1) the change in size and shape of different market structures amid whipsaw moves, 2) how this has impacted transparency, liquidity, and market breadth and depth, 3) the implications on capital formation and capital markets’ activity, and 4) what may shape the days and months ahead.
As the US and the world deal with the fallout and consequences of COVID-19 our primary concern is that our extended families of clients and employees stay safe and healthy.
Equally, we feel that we would be remiss if we did not initiate a conversation during a volatile time like this regarding our area of expertise; Wealth Management. Below is very short description of several attractive planning opportunities during a market pull back.
Endurance and Innovation for the Next Decade
What could lie ahead in the next decade? As we head into 2020, we reflect on the market of the last decade, and wonder what could temper this run– a recession, correction or crash? We also explore why a shrinking pool of publicly traded companies may have impacted investors’ focus on the private market – and what implications that could have for product developmen. And finally, the future of content…Your administrator has a podcast, do you?
Don't Call It a Comeback explores the enduring important of alternatives funds of funds. A new Jefferies study shows that negative headlines get it wrong—funds of funds play a critical role in supporting early stage managers, allocating nearly 80% of early stage capital along with family offices. This paper outlines the critical role FoFs play in the alternatives ecosystem by providing relatively sticky capital to early stage launches.
Jefferies’ first podcast series exploring the surprising currents moving markets, driving innovation and disrupting entire business models
Shannon Murphy discusses why there is a heightened focus on changes in market structure, why investors have turned their eye to Asia, and what resources are going into building next generation content initiatives.
This piece covers what’s top of mind for the ODD community. Heading into the new year, allocators are devoting time to looking into managers' strategies around ESG, outsourcing, human capital considerations, compliance, and product diversification.
This publication examines these changes - some obvious, others more subtle. It explores how much has changed across the who, where, why, what and how – and what some of the implications of these shifts have been.
Lily Calcagnini, Strategic Content - Prime Services, discusses how a diverse and sophisticated group of asset managers are rethinking the foundation of allocation.
This whitepaper explains why environmental issues are among the most quantifiable in the ESG space, how mutliple trends are converging to facilitate exponential ESG growth, and what lies ahead for the transition to a lower carbon world. This is part of an ongoing series, "The Road to 2030," that explores areas where we expected to see unparalleled growth, innovation, and dynamism over the next decade.
Steven DeSanctis, U.S. Equity Strategist for Jefferies, says the quick read on "proposed trade deal" was that it severely lacked details and as we know, the devil is in the details.
We welcome you to read the new Private Wealth Management perspective article on the importance of life-cycle planning by managing director and head of corporate & executive services, Mike Brabant.
We invite you to explore additional Jefferies perspectives, ideas and thought pieces on Jefferies.com.